2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Vice President,
Financial Advisor
CAPTRUST welcomed George to our team in 2021. As a vice president and financial advisor, he helps clients develop and implement prudent strategies to achieve their goals through investments, tax planning, and philanthropic solutions. George has over 30 years of client relationship management experience.
George joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as a senior wealth advisor. Prior to Covenant, George was a wealth advisor with Wells Fargo Private Bank. He previously worked as an investment banker with Wells Fargo Securities, UBS, and Texas Commerce Bank. George began his career at Sumitomo Trust and Banking Company as a municipal credit analyst.
Active within his community, George is involved with various nonprofit organizations. He has been involved in education locally and also founded a charter school—Brooks Academy of Science & Engineering. He and his wife Rachel have four children. Outside of work, George enjoys traveling, spending time with his family, and thinking of creative entrepreneurial endeavors to solve problems and inefficiencies found in our world.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
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