George S. Wolfson
Senior Vice President & Chief Fixed Income Strategist
George Wolfson joined SYM Financial Advisors in 2000 as a partner. His responsibilities include serving as Manager of the South Bend region and guiding clients as a Financial Advisor. George also sits on the Investment Committee.
George has worked in the financial services industry for more than thirty years with an extensive background in numerous areas of investment and financial management. His early career included ten years in brokerage and five years as Assistant Vice President, Investment and Trust Officer with Norwest Bank, where he was personally responsible for managing $400 million of client assets in fixed-income and equity portfolios.
Prior to joining SYM, George spent three years as a Vice President and Branch Manager of Charles Schwab & Company, where he managed the South Bend branch to national recognition in reaching numerous corporate goals. He also worked with Schwab Institutional, serving as a consultant to the investment advisory business where he was responsible for 125 institutional clients with assets totaling more than five billion dollars. George also served for several years as an adjunct faculty member at Indiana University South Bend, teaching investment and financial management. George received a bachelor’s degree from Indiana University, concentrating in general studies, history and the liberal arts.
George has been married to his wife Colette for thirty years and has two grown children. Over the course of his career he has served on numerous boards in the arts, business, and socially minded areas.