George Wallace

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Profile

Mr. George Wallace is a Managing Director at Sheeley & Partners Wealth Management LLC.
He has over 40 years experience in the area of Trust and Investment services.
Mr. Wallace started his career at Fleet Bank in 1963.
In 1983, he joined New England Trust Company as a Portfolio Manager, and during the past 20 years served in various capacities such as Chairman of the Investment Policy Committee, Chief Investment Officer and most recently Executive Vice President.
Prior to his association with New England Trust, he was affiliated with the First National Bank of Rockford Illinois, as a Vice President, and BMC Durfee Trust Company in Fall River, Massachusetts, as a Senior Trust Officer.
He received his Bachelor of Science degree from the University of Rhode Island.

Former positions of George Wallace

Companies	Position	End
Sheeley & Partners Wealth Management LLC Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners offers a wide spectrum of investment management strategies. The particular mix of securities in a portfolio should complement specific investment goals as well as the client's risk tolerance. Portfolios are constructed from an economic rationale for diversified sources of return. They utilize a combination of stocks, individual bonds, and broadly diversified smart beta and multi-factor exchange-traded-funds (ETFs), and to a lesser extent, specialized mutual funds.	Portfolio Manager-Equities	2019-10-29
Fleet Bank, NA (Hartford, Connecticut) Fleet Bank, NA (Hartford, Connecticut) Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	1982-12-30
First National Bank (Ames, Iowa) First National Bank (Ames, Iowa) Major BanksFinance Operates as a bank holding company whose subsidiaries provides national chartered banking services	Corporate Officer/Principal	-
New England Trust Co. New England Trust Co. Regional BanksFinance Trust & financial services bank	Chief Investment Officer	-

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Private companies	5
Sheeley & Partners Wealth Management LLC Sheeley & Partners Wealth Management LLC Investment ManagersFinance Sheeley & Partners offers a wide spectrum of investment management strategies. The particular mix of securities in a portfolio should complement specific investment goals as well as the client's risk tolerance. Portfolios are constructed from an economic rationale for diversified sources of return. They utilize a combination of stocks, individual bonds, and broadly diversified smart beta and multi-factor exchange-traded-funds (ETFs), and to a lesser extent, specialized mutual funds.	Finance
New England Trust Co. New England Trust Co. Regional BanksFinance Trust & financial services bank	Finance
University of Rhode Island University of Rhode Island Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fleet Bank, NA (Hartford, Connecticut) Fleet Bank, NA (Hartford, Connecticut) Major BanksFinance Nationally chartered commercial bank	Finance
First National Bank (Ames, Iowa) First National Bank (Ames, Iowa) Major BanksFinance Operates as a bank holding company whose subsidiaries provides national chartered banking services	Finance