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George Bouzakis

George Bouzakis

Vice President - Senior Portfolio Associate at Clearbridge Investments, LLC

Boca Raton, FL , United States

About

George Bouzakis serves as Vice President – Senior Portfolio Associate at ClearBridge Investments, based in Boca Raton, FL. In this capacity, he is responsible for supporting portfolio management activities, ensuring precise execution of investment strategies, and working closely with senior managers and clients to maintain high standards of service. His work involves oversight of operational processes and coordination within the portfolio management team.

With a career spanning nearly two decades, George has held progressively senior roles at ClearBridge Investments, including Assistant Vice President – Portfolio Associate, and previously worked as an Operations Associate at Lehman Brothers. At ClearBridge, his focus is primarily on equity strategies, emphasizing research-driven selection of high-quality companies for long-term growth. His expertise spans various sectors, with particular strengths in U.S. equities and fundamental investment research, supporting active management across diverse industries.

George holds a Bachelor of Science in Finance/Marketing from the State University of New York at Buffalo – School of Management. His professional contributions reflect strong operational acumen and deep experience in portfolio management support, making him a valued member of the ClearBridge team in driving disciplined, research-based investment execution.

Career History

OrganizationRoleDate RangeDetails
ClearBridge InvestmentsVice President - Senior Portfolio AssociateSep 2016 to Present
ClearBridge InvestmentsAssistant Vice President - Portfolio AssociateSep 2008 to Aug 2016
Lehman BrothersOperations AssociateJun 2005 to May 2008
OppenheimerRetail SalesJan 2004 to Dec 2004

Education

State University of New York at Buffalo - School of Management

Bachelor of Science - BS, Finance/ Marketing

Skills & Expertise

Equities
Equity Derivatives
Series 7
ETFs
Mutual Funds
Trading
SMA
Series 63
Bloomberg
Financial Services
Options
Finance
Asset Allocation
Analysis
Financial Advisory
Fixed Income
Portfolio Management
Asset Management
Investments

Others at Clearbridge Investments, LLC (36)

NameRoleLocation
A
Albert Grosman
Portfolio ManagerUnited States
A
Aram Green
Portfolio ManagerNew York, NY , United States
Benedict Buckley
Benedict Buckley
Portfolio ManagerNew York, NY , United States
B
Brian Angerame
Portfolio ManagerNew York, NY , United States
Brian Frey
Brian Frey
TraderNew York, NY , United States
Brian Lund
Brian Lund
Analyst and Portfolio ManagerBaltimore, MD , United States
Charine Park
Charine Park
Equity Analyst, Global GrowthNew York, NY , United States
D
Donald Li
Security Analyst, VPBaltimore, MD , United States
E
Elisa Aylward
Senior TraderWatchung, NJ , United States
E
Erica Furfaro
Portfolio ManagerNew York, NY , United States
Showing 1-10 of 36 team members