George Stephen Wolfson

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Finance

Consumer Services

Profile

George Stephen Wolfson worked as a Portfolio Manager at Wells Fargo Bank Indiana, NA and as a Vice President & Branch Manager at Charles Schwab & Co., Inc. He also worked as a Principal & Senior Financial Advisor at SYM Financial Corp.
from 2019 to 2020.
Prior to that, he worked as a Faculty member at Indiana University and as a Consultant at Schwab Institutional.
Wolfson received his undergraduate degree from Indiana University.

Former positions of George Stephen Wolfson

Companies	Position	End
SYM Financial Corp. SYM Financial Corp. Investment ManagersFinance SYM Financial utilizes top-down asset allocation strategies to diversify clients’ investments. The firm determines the most suitable fund managers to utilize in their clients' portfolios. Their Investment Committee meets regularly to evaluate economic data, sector analysis and manager performance.	Investment Committee Member	2020-06-30
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	-
Schwab Institutional Schwab Institutional Financial ConglomeratesFinance Provides financial advisory services	Corporate Officer/Principal	-
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Corporate Officer/Principal	-
Wells Fargo Bank Indiana, NA Wells Fargo Bank Indiana, NA Major BanksFinance Provides investment advice	Corporate Officer/Principal	-

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Training of George Stephen Wolfson

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Linked companies

Private companies	5
Wells Fargo Bank Indiana, NA Wells Fargo Bank Indiana, NA Major BanksFinance Provides investment advice	Finance
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
SYM Financial Corp. SYM Financial Corp. Investment ManagersFinance SYM Financial utilizes top-down asset allocation strategies to diversify clients’ investments. The firm determines the most suitable fund managers to utilize in their clients' portfolios. Their Investment Committee meets regularly to evaluate economic data, sector analysis and manager performance.	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Schwab Institutional Schwab Institutional Financial ConglomeratesFinance Provides financial advisory services	Finance