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

Elections and Investing: Why Long-Term Discipline Matters

A total of 435 seats in the U.S. House of Representatives and 35 out of 100 seats in the U.S. Senate will be up for grabs, not to mention numerous state and local elections that will determine who controls the chambers of Congress in states across the country.

Fiduciary Foundations: Q3 2026 Plan Sponsor Newsletter

Many plan sponsors have good intentions, but without a clear process, it can be hard to show how decisions have been made. A well-documented and repeatable approach can make a meaningful difference when it comes to fiduciary governance.

A Cup of Ambition: What Dolly Parton Knew About Money (That Most of Us Don’t)

“She never saw a door she couldn’t open, and the doors she opened made and changed history.” That’s how Bryan Seaver described his aunt in the video announcing her death on August 25, 2026. Dolly Parton was 80 years old.