George E. Coorssen Jr. : Partner and CFO
George has been an active member of the Boston financial community for over 35 years. His experience and practice have been concentrated as Investment Counselor to wealthy individuals and families, asset/risk management for personal and corporate clients and as a Private Trustee. He has been a consultant to various business-related enterprises and was a founder and principal of a company that provided business planning, funding and management for small and start-up ventures. His career spanned many years at State Street Bank & Trust Co., Mellon Financial and as a Partner in the investment counseling firm of Gardner and Preston Moss. His responsibilities at these institutions entailed managing assets, coordinating all aspects of client relationships, risk analysis, and the management/integration of private businesses held in various client relationships.
George takes care of business !
cell: (617) 529-3278
email: gec@aigroup-cgi.com
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