George Townsend

George Townsend

Portfolio Manager

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location of George TownsendRichardson, Texas, United States

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  • Timeline

  • About me

    Managing Director at Consilium Wealth Advisory

  • Education

    • California State-Los Angeles

      1989 - 1991
      B.S. Business
    • Ambassador College

      1982 - 1986
      Bachelors Liberal Studies
    • University of Southern California - Marshall School of Business

      1997 - 1999
      MBA Business
  • Experience

    • Northern Trust

      Jul 2007 - Dec 2011
      Portfolio Manager
    • Bank of Texas

      Dec 2011 - Oct 2013
      Senior Portfolio Manager
    • Consilium Wealth & Advisory Inc.

      Nov 2013 - now
      Senior Wealth Advisor

      George serves as a Senior Wealth Advisor for Consilium Wealth Advisory. Consilium is a boutique, independent advisory firm that offers customized wealth advisory services to a select few families, foundations and endowments..Consilium clients desire personalized and unparalled service across all aspects of their wealth management.

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board