George is a problem-solver who thinks broadly about his clients’ motivations and assets. His secret is always listening first. Then he guides clients on how they may move toward reaching their goals.
What does he enjoy most? Thinking creatively. During client conversations, he finds out what they value most and helps them crystalize what they want to achieve with their portfolios and life ambitions.
In additional to his role as portfolio manager and strategizing with other partners on investment decisions, George serves as the chief compliance officer. Before joining Villere in 1986, George trained as a broker with Morgan Keegan & Co. and earned a B.A. in English from the University of Virginia. He is a member of the CFA Institute and past president of the Financial Analysts of New Orleans.
George has been frequently quoted and interviewed in the media, including Barron’s and Bloomberg Radio, and is a regular guest on CNBC, Fox Business News, and other financial media outlets.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
FBTCX | Villere Balanced Fund | $ M |
* Net Assets include for all classes