George Panageotou, CFA®

Senior Investment Associate

Experience & Expertise

George is a Senior Investment Associate at Greenspring Advisors, where he works on the investment team serving clients in both the Private Client and Institutional Consulting Group. His responsibilities include supporting portfolio management, investment research, trading, and other investment-related functions. Prior to joining Greenspring, George worked at T. Rowe Price for nearly 10 years in client service and portfolio analyst roles.

Get Better Acquainted With George

Favorite Thing About Working With Clients

“My favorite thing about working with clients is helping them navigate important financial decisions and knowing that our work can make a meaningful difference in their lives.”

My Philosophy On Client Service

“My philosophy on client service is to provide thoughtful guidance, dependable support, and always put our clients’ best interests first.”

Maryland 
B.A. from Dickinson College
Chartered Financial Analyst®
Baltimore, Maryland
Dickinson College
Travis Manion Foundation
Maryland SPCA
Running
Travel
Family
Food
Movies
Love Your Neighbor
What I Love About Greenspring

"Working alongside talented people who genuinely care about helping clients succeed."

Recent Insights

Disability Insurance for Self-Employed Individuals: A Guide

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3 Practical Ways to Strengthen Your Fiduciary Process

Learn 3 practical ways to strengthen your fiduciary process, including following your IPS, documenting decisions, and benchmarking your 401(k) plan regularly.

5 ERISA Fiduciary Duties Made Simple

Learn the 5 ERISA fiduciary duties every plan sponsor should understand, including loyalty, prudence, diversification, plan document compliance, and fee oversight.