George Perches is a Senior Vice President in Callan's Independent Adviser Group (IAG). He works with financial intermediaries and middle market consulting firms on client service and business development. George is a shareholder of the firm.
Prior to joining Callan in 2014, George held a variety of positions in wealth management and consulting. He began his career in institutional consulting with Wilshire Associates and SEI Capital Resources. He went on to build a managed account and consulting service for the Private Client Department of Montgomery Securities and later served as a private wealth advisor with the Merrill Lynch Private Banking and Investment Group. More recently, George has consulted to individual investors on the evaluation and selection of wealth managers and has helped establish the investment operations of a startup registered investment adviser.
George graduated from San Diego State University with a degree in business administration and finance.