Meet Our Team
Market Research Analyst
George just celebrated his one-year anniversary with Capital Wealth Planning as a Market Research Analyst. So, it’s only natural that he’s as focused on analyzing current trends as he is comparing them with future expectations.
“We’re so happy George is on the CWP team,” said Kevin Simpson, CWP founder and Chief Investment Officer. “The results of his outstanding research and analysis skills deliver a tremendous benefit to our clients, and that’s what we’re all about.”
George’s day-to-day activities involve working with Ryan Carney, our Assistant Director of Compliance & Analytics, handling both internal and market analytics, and compiling portfolio earnings summaries and statistics to provide insight and analysis of today’s markets and forecast trends.
A recent graduate of Florida Gulf Coast University (FGCU) with a Bachelor’s degree in Finance and a Minor in Management, George has continued his training and education while employed at CWP. He recently obtained his Series 65 licensure and is now a CFA Level 2 Candidate.
When he’s not studying finance, George enjoys working out and sports training.
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