Talk to sales Try for Free
George Townsend

George Townsend

Portfolio Manager

Followers of George Townsend595 followers
location of George TownsendRichardson, Texas, United States

Connect with George Townsend to Send Message

Connect

Connect with George Townsend to Send Message

Connect

  • 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