George has been involved in the financial services business for 41 years. Prior to joining Oaktree Advisors, he worked at an investment advisory office in Bethlehem as one of their licensed Registered Investment Advisors (RIA) responsible for financial planning, investment management and personal trust relationships.
George holds a BS in Accounting from Moravian College. He attended Trust School at Bucknell University and National Graduate Trust School at Northwestern University. He was granted the Series 65 License and was awarded the designation of a Certified Trust & Financial Advisor (CTFA) from the Institute of Certified Bankers in Washington, DC.
George resides in Bethlehem with his wife, Cindy. He currently serves on the Board of Life Path. In his free time, he enjoys golfing, watching sporting events and spending time with his family.