You're signed outSign in or to get full access.
About
George P. Beal is a co-founder and Managing Partner at The Boston Family Office in Boston, MA. Since helping found the firm in 1996, he has served as a portfolio manager and plays a key role in overseeing client portfolios, shaping investment strategies, and guiding the firm’s long-term vision.
With extensive experience in private wealth management, George covers a broad range of asset classes, with expertise in portfolio management for high-net-worth individuals and families. He also serves on the board of Breckinridge Capital Advisors, focusing on fixed income portfolios, and participates on the investment committee of the Cambridge Community Foundation, reflecting his active engagement in community-based and mission-driven investing.
Before co-founding Boston Family Office, George was a Vice President at Cambridge Trust Company, where he handled commercial loans, branch management, and other banking functions. He holds a B.A. from the University of Pennsylvania and is a graduate of the National Trust School, underscoring his strong educational foundation and commitment to fiduciary standards in investment and trust management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Boston Family Office | Partner | Aug 1996 to Present | — |
Education
University of Pennsylvania
1971 — 1975
Skills & Expertise
Others at Boston Family Office LLC (4)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Boston, MA , United States | |
E E Greer Candler | Partner and Portfolio Manager | Boston, MA , United States |
M Megan Siegal | Partner | Boston, MA , United States |
| Partner, Portfolio Manager | Gloucester, MA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | Breed's Hill Capital LLC | Boston, MA , United States | |
M Mary Malloy | Partner | Bollard Group LLC | Boston, MA , United States |
M Mary Bell | Partner | Bollard Group LLC | Cambridge, MA , United States |
W Wendy Holding | Portfolio Manager | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | Boston, MA , United States |
| Research Analyst | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | Boston, MA , United States | |
| Chief Investment Officer | Nixon Peabody Trust Co. | Boston, MA , United States |