Matthew George
Portfolio Analyst – Municipal Client Group

Mr. George serves as a Portfolio Analyst in the Municipal Client Group and has four years of investment industry experience. In this capacity, he is responsible for supporting the portfolio management team by assisting with portfolio monitoring, trading and reporting. Prior to his position on the portfolio management team, Mr. George served as an accountant/analyst in the Company’s Client Accounting & Reporting group, where he reviewed client portfolio holdings and performance for accuracy and assisted in the production of client investment reports. Mr. George received a B.S. degree in Finance and a B.A. degree in Economics from Winona State University and is currently a CFA level II candidate.