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George Enstad

Equity Research Analyst at Ceredex Value Advisors LLC

Winter Park, FL , United States

About

George Enstad, CFA, serves as a Director and Equity Research Analyst at Ceredex Value Advisors LLC in Winter Park, FL. In this role, he is responsible for covering the financials sector, which includes in-depth analysis and evaluation of banks, insurance companies, asset managers, and related financial institutions. His work supports the firm’s fundamental, value-oriented investment process by identifying attractive opportunities and managing risk within the financials asset class.

Prior to joining Ceredex in 2022, Mr. Enstad was a Portfolio Manager at Bank of America Private Bank, where he oversaw investment decisions for high-net-worth clients from 2020 to 2022. He also held the position of Fixed Income Research Analyst at Bank of America from 2017 to 2020, and began his investment career in 2010, holding analytical and investment roles at Bank of America’s Chief Investment Office, Bank of America Merrill Lynch, and Morgan Stanley.

Mr. Enstad earned an MBA in Finance from Rollins College's Crummer Graduate School of Business and a Bachelor of Science in Agricultural Economics from the University of Florida. He has been a CFA® charterholder since 2016, which underscores his expertise in equity and fixed income analysis. With over 15 years of experience, he is recognized for his rigorous sector research, particularly in financials, and his contributions to portfolio management and investment strategy at leading advisory firms.

Career History

OrganizationRoleDate RangeDetails
Ceredex Value AdvisorsEquity Research AnalystMay 2022 to Present
Bank of America Private BankPortfolio ManagerSep 2020 to May 2022
Bank of AmericaFixed Income Research AnalystOct 2017 to Sep 2020
Bank of America Merrill LynchCommercial AssociateMay 2015 to Oct 2017
Morgan StanleyAssociate Futures SpecialistJul 2010 to Feb 2015

Education

Rollins College - Crummer Graduate School of Business

MBA, Finance

2012 2014

University of Florida

Bachelor of Science (B.S.)

2006 2010

Skills & Expertise

Financial Analysis
Portfolio Management
Investments
Equities
Securities
Leadership
Futures Trading
Series 7
Bloomberg
Commodity Markets
Alternative Investments
Microsoft Excel
Asset Management
Hedge Funds
FactSet
Series 66
Series 3
Morningstar EnCorr

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Charlie Carter
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Matt Clemmer
Matt Clemmer
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Jason Fraser
Jason Fraser
Research AnalystOrlando, FL , United States
J
Jennifer Graff
Portfolio ManagerOrlando, FL , United States