As the Founder and Managing Director of FPLCM, Michael George brings over 25 years of investment experience to his role designing and implementing the various model investment portfolios for the firm.
Michael began his investment career as a research assistant for a large institutional money management firm while studying for his Bachelor of Science in Finance from the A.B. Freeman School of Business at Tulane University. In 1992, he joined a boutique money management firm as an equity analyst. In addition to his research responsibilities, he also oversaw investment performance and accounting for the firm. Under his direction, he implemented the software applications and internal policies necessary to comply with the performance standards established by the CFA Institute. Michael has also served as a Financial Advisor for Morgan Stanley Dean Witter. His experience in areas of real estate investing, private equity investing and overseeing family offices attributes to the value he brings to clients who require affluent wealth management. He is also a member of the RIA Advisory Board of WisdomTree Investments, Inc.
Michael also sponsors an annual mentor/internship program for undergraduate business school students who desire a career in finance or investments. His program educates students on the various career paths and opportunities that exist in both the buy and sell side of the investment industry.