George Fludas

George Fludas is the Client Portfolio Manager at Zacks Investment Management, based in Chicago, IL. In this role, he is responsible for constructing and managing portfolios tailored to individual and institutional client objectives, focusing on asset allocation, performance review, and client communication. Fludas's coverage includes a broad spectrum of asset classes with a particular emphasis on equities, fixed income, and tax-managed investment strategies.

Prior to his current position, Fludas held the role of Wealth Management Associate at Zacks Investment Management, where he supported portfolio management and client servicing, and previously co-founded Esygma Inc, gaining firsthand experience in fintech and entrepreneurial leadership. He has accumulated more than thirteen years of professional experience across wealth management, investment consulting, and operational roles in both the financial and logistics sectors.

Fludas holds a Bachelor of Arts in Economics from Kalamazoo College, equipping him with a strong analytical foundation pertinent to investment management and portfolio strategy. His expertise spans retirement planning, asset allocation, and value investing, and he has contributed significantly to optimizing multi-asset portfolios for diverse client needs. He is recognized for his data-driven approach, attention to risk management, and commitment to client outcomes within the wealth management industry.