George Webb, CF2

About George Webb

George P. Webb is the Chief Executive Officer at Pension & Wealth Management Advisors and has been in the investment management industry for over 25 years. George has worked extensively with institutional and wealth management clients over his career in providing guidance on designing, implementing, monitoring and evaluating their investment programs. He has traveled extensively to the major capital markets across the globe which provides seasoned international expertise for our team and our clients. Prior to joining the firm, George held senior management positions at some of the industry’s top investment management firms including: Fidelity Investments, Northern Trust Global Investments, Nuveen Investments, and he started his career at Aetna Capital Management where he worked with defined contribution plans and their participants. George earned his B.A. in Economics and History from Tulane University and holds an M.B.A. in Finance and Marketing from the Kellogg Graduate School of Business at Northwestern University. He is a member of the CFA Institute, Boston Security Analysts Society. George volunteers for several not-for-profit organizations including The Hale Reservation, CCT Boston and is President of the Dover-Sherborn Gridiron Club.
George is an avid mountain biker, skier and enjoys anything salt water. He is actively engaged coaching his children’s sports teams and is one of the Varsity Football coaches at Dover-Sherborn Regional High School. George is from Dover, Massachusetts and currently resides there with his family.