US Portfolio Valuation Services leader
New York - National Office
30 Rockefeller Plaza
George is a managing director and the US Portfolio Valuation Services leader. George has more than 19 years of experience in the valuation profession with a particular expertise in the valuations of business enterprises, including private and publicly traded equity, debt securities, loan portfolios, tangible assets, and intangible corporate assets. George has performed valuations of businesses, both domestic and international, ranging in size from small, closely held businesses to divisions of Fortune 500 companies and performed these appraisals in connection with financial reporting, strategic planning, mergers and acquisitions, corporate restructurings, division spin-offs, estate planning, and tax planning. He also provides consulting on the valuation process, assists In developing policies and procedures, and analyzing client-provided value estimates.
George has experience in serving national and multinational clients in a broad range of industries, with a concentration in the financial institution sector. He has significant experience serving financial services firms, including advising and performing analyses for asset managers, commercial banks, broker/dealers, mortgage banks, and consumer finance companies.
In George’s capacity as US Portfolio Valuation Services leader, he works with clients within the asset management space where he provides consulting on valuation process, assists in developing policies and procedures, analyzing client-provided value estimates as well as providing independent valuation estimates for various investment classes (e.g. equity, debt, loan portfolios, warrants, etc.) for both financial reporting and due diligence purposes.