George is a CFA with 9+ years' combined PE 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 c. USD $10 million to scale the company regionally and launch a ground-breaking product. George received his bachelor's degree in management and 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.