George Young (Villere Balanced Fund Portfolio Manager) is a problem-solver who thinks broadly about his clients’ motivations and assets. His secret is always listening first. Then he guides clients on how they may move toward reaching their goals. In addition to his role as portfolio manager and strategizing with other partners on investment decisions, George serves as the chief compliance officer.
The ARC Asset Management Team will speak with our guest about the current market and investing rules to live by.