![George Stephen Wolfson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
George Stephen Wolfson worked as a Portfolio Manager at Wells Fargo Bank Indiana, NA and as a Vice President & Branch Manager at Charles Schwab & Co., Inc. He also worked as a Principal & Senior Financial Advisor at SYM Financial Corp.
from 2019 to 2020.
Prior to that, he worked as a Faculty member at Indiana University and as a Consultant at Schwab Institutional.
Wolfson received his undergraduate degree from Indiana University.
Ehemalige bekannte Positionen von George Stephen Wolfson
| Unternehmen | Position | Ende |
|---|---|---|
SYM Financial Corp.
 SYM Financial Corp. Investment ManagersFinance SYM Financial utilizes top-down asset allocation strategies to diversify clients’ investments. The firm determines the most suitable fund managers to utilize in their clients' portfolios. Their Investment Committee meets regularly to evaluate economic data, sector analysis and manager performance. | Mitglied des Investmentausschusses | 01.07.2020 |
Indiana University
 Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Provides financial advisory services | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Wells Fargo Bank Indiana, NA
 Wells Fargo Bank Indiana, NA Major BanksFinance Provides investment advice | Corporate Officer/Principal | - |
Ausbildung von George Stephen Wolfson
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
10
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Wells Fargo Bank Indiana, NA
Wells Fargo Bank Indiana, NA Major BanksFinance Provides investment advice | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
SYM Financial Corp.
SYM Financial Corp. Investment ManagersFinance SYM Financial utilizes top-down asset allocation strategies to diversify clients’ investments. The firm determines the most suitable fund managers to utilize in their clients' portfolios. Their Investment Committee meets regularly to evaluate economic data, sector analysis and manager performance. | Finance |
Indiana University
Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Provides financial advisory services | Finance |
