Mike R. George
Profile
Mr. Mike R.
George is Regional Director at Brinker Capital, Inc.
Mr. George was previously employed by Fidelity Investments, where he served as a relationship manager in the emerging corporate market retirement plan division.
While at Fidelity, he was responsible for managing client relationships that totaled over $400 million in plan assets.
Prior to joining Fidelity, he was employed by Brinker Capital as the manager of the investment strategies team.
Mr. George holds FINRA series 6, 7, 63 and 65 licenses and is a graduate of Wake Forest University.
He is an avid runner and triathlete.
He has completed the Boston Marathon and is a two-time Ironman Triathlon finisher.
Former positions of Mike R. George
Companies | Position | End |
---|---|---|
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Sales & Marketing | 2011-12-30 |
Fidelity Investments (New York) | Corporate Officer/Principal | - |
Training of Mike R. George
Wake Forest University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
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Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Fidelity Investments (New York) |
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