George Warburg
Managing Director | Private Wealth Advisor
- Role
- Managing Director, Private Wealth Advisor at Pensionmarkmeridien
- Location
- Westerly, RI, US
- LinkedIn followers
- 500 followers
About George Warburg
George is a Managing Director at PensionmarkMeridien and serves on the firm’s Investment Committee. George works with families, individuals, and institutional wealth clients, solving for their comprehensive financial planning needs. These solutions often involve investment planning, estate planning, risk management, and tax strategies. George has a B.S. in Economics from the College of Charleston. He has earned his Certified Financial Planner (CFP®) and Accredited Portfolio Management Advisor℠ (APMA®) designations.Since 1975, PensionmarkMeridien has been serving affluent families, non-profit organizations, and corporations ranging from small businesses to Fortune 500® companies with unique investment and insurance services. As of December 31, 2022, the Pensionmark network of advisors collectively provides support to over $76.1 billion in assets.Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
Experience
Managing Director, Private Wealth Advisor
Apr 2023 — Present · Providence, RI, US
Financial planning• Investment services• Wealth preservation strategies• Estate planning strategiesPensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
Education
Bishop Hendricken High School
Diploma
Universitat Autònoma de Barcelona
International Finance
College of Charleston School of Business
Bachelor’s Degree, Economics
Skills
- Life Insurance
- Finance
- Social Networking
- Powerpoint
- Microsoft Excel
- Customer Service
- Accounting
- Research
- Data Analysis
- Financial Markets
- Study Skills
- Leadership
- Trading
- Time Management
- Microsoft Powerpoint
- Corporate Finance
- Marketing
- Social Media
- Negotiation
- Event Management
- Forecasting
- Teamwork
- Banking
- Flexibility
- Team Management
- Strategic Planning
- Management
- Business Analysis
- Insurance
- Communication
- Organization
- Business Strategy
- Microsoft Word
- Event Planning
- Cash Management
- Equities
- Health Insurance
- Project Planning
- Microsoft Office
- Sales
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