George is a CFA with 9+ years' combined PE, VC, IB, and senior executive experience. He's the current founder and managing director of Alpha IB, a boutique investment bank focused on advisory. Prior to Alpha, he was CFO of an Edtech startup where he raised USD $10 million to scale the company regionally and launch a ground-breaking product. George received his bachelor's degree in management and a master's degree in finance from UMass Boston.
Developed and evaluated over 50 different private equity and venture capital investment memoranda across Latin America, and executed on 2 deals worth $10 million USD collectively (closely-held family office private equity vehicle).
Led Andean market pipeline and screened over 30 investment opportunities.
Developed a proprietary investment screening methodology for scoring fund-level investments.
Produced economic-, transaction- and portfolio-level reports for family office investors.
Supported CIO with portfolio reporting and liquidity management decisions.