Private Wealth Management

George Boudria

Senior Vice President

Direct: (212) 891-1737

Philosophy & Approach

George joined Stephens Institutional Equity Sales and Trading in 2013 before becoming a member of Private Client Group in 2017. George’s experience in trading securities and wealth management allows him to take an all-encompassing approach in the development of tailored wealth management plans for his clients. On being a trusted consultant, George says, “It is important to work closely with a client’s CPA, attorney, and other professionals to gain a complete understanding of a client’s financial situation.  This helps determine a financial strategy that is comprehensive, cohesive, actionable, and fully aligned with the objectives of my clients and their families.”

George’s administrative needs are handled by Ellen Dejewski and Max Volpi, who have almost 35 years of combined administrative experience.

Experience & Education

After graduating from Trinity College with a Bachelor of Arts in Political Science, George began his career with Cowen & Company in 2007. George then joined Lazard Capital Markets, LLC before coming to Stephens.

Personal

George and his wife, Kathryn, have two children, George Whitten and James Herbert. George is an avid golfer and enjoys competing in amateur golf tournaments.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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