George is one of Spectra’s founding partners. He brings more than 40 years of operational expertise to the firm.
George began his career in the Fund industry with National Securities and Research Corporation, (National Funds) as a systems programmer. While at National, he expanded his career to become Head of Information Technology and eventually Head of Operations. George remained in this role until Phoenix Home Life acquired the firm in 1993. Phoenix Home Life then retained him as a consultant until 1995 when he accepted the position as Head of Mutual Fund Operations for Salomon Brothers. Throughout the various mergers and acquisitions, Travelers Smith Barney, Citigroup and Legg Mason he continued as Director of Fund Services.
George has led many efforts to rationalize vendors, consolidate shareholder-servicing functions for both mutual funds and 529 programs and implement vendor oversight programs and metrics reporting both in the US and offshore.