As a Relationship Manager, George serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. He has a keen eye to process and is committed to the precise oversight and execution of client-specific procedures. George is pursuing his certification as a Certified Trust and Fiduciary Advisor (CTFA).
Prior to joining Willow Street, George spent ten years at FactSet Research Systems, where he was a Senior Analyst at StreetAccount, their market reporting division. There he focused on the creation of consensus previews for publicly-traded companies and the real time reporting of financial events.
George graduated from the University of Denver with a BS in Business Administration, majoring in Finance. He lives in Jackson with his wife, Meredith, and their two young children. George is the Head Boys High School Lacrosse Coach for the Jackson Hole Lacrosse Club, and enjoys skiing, hiking, and spending time outdoors.