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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ceredex Value Advisors | Equity Research Analyst | May 2022 to Present | — |
| Bank of America Private Bank | Portfolio Manager | Sep 2020 to May 2022 | — |
| Bank of America | Fixed Income Research Analyst | Oct 2017 to Sep 2020 | — |
| Bank of America Merrill Lynch | Commercial Associate | May 2015 to Oct 2017 | — |
| Morgan Stanley | Associate Futures Specialist | Jul 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
Others at Ceredex Value Advisors LLC (4)
| Name | Role | Location |
|---|---|---|
C Charlie Carter | Small Cap Portfolio Manager | Orlando, FL , United States |
| Senior Equity Analyst - Healthcare | United States | |
| Research Analyst | Orlando, FL , United States | |
J Jennifer Graff | Portfolio Manager | Orlando, FL , United States |