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George Beal

George Beal

Partner at Boston Family Office LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Boston Family OfficePartnerAug 1996 to Present

Education

University of Pennsylvania

1971 1975

Skills & Expertise

Microsoft Office
Marketing
Training
Customer Service
Strategic Planning
Change Management
PowerPoint
Social Media
Management
Research
Business Strategy
Mergers and Acquisitions
Mergers

Others at Boston Family Office LLC (4)

NameRoleLocation
Dylan Brix
Dylan Brix
Portfolio ManagerBoston, MA , United States
E
E Greer Candler
Partner and Portfolio ManagerBoston, MA , United States
M
Megan Siegal
PartnerBoston, MA , United States
Benjamin Richardson
Benjamin Richardson
Partner, Portfolio ManagerGloucester, MA , United States

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