Meet Our Team
Market Research Analyst
George joined Capital Wealth Planning in 2022 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 expert insight and analysis of today’s markets and forecast trends.
A graduate of Florida Gulf Coast University (FGCU) with a bachelor’s degree in finance and a minor in management (and proudly the first of his family to graduate from a university), George was one of 12 finance students accepted into the Student Managed Investment Fund at FGCU in his senior year. The applied investments class provided him with real experience managing real money in the university’s endowment fund.
When he’s not mining data, George recharges by running among the sunny streets of Cape Coral.
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