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About
George Lusch is a Partner at Jordan Park Group, where he is based in Lafayette, California. In this capacity, he leverages his extensive background in finance and investment management to oversee strategic financial operations, risk management, and client asset strategies for high-net-worth individuals, families, and institutional clients. His role focuses on providing comprehensive investment advice and tailored asset allocation solutions, primarily within the sectors of alternative investments, public and private equities, and multi-asset portfolio construction for ultra-high-net-worth clients.
Previously, George served as the Chief Financial Officer at Jordan Park Group from 2017 to 2021 and was Vice President at Goldman Sachs, where he gained significant experience in investment oversight, financial reporting, and strategic advisory for complex client portfolios. His career is marked by a proven track record in managing large-scale investments and guiding sophisticated financial planning strategies for diverse asset classes including private equity, venture capital, and fixed income.
George holds a Bachelor of Science in Business Administration, majoring in Finance, from Georgetown University. His expertise encompasses operational leadership, regulatory compliance, and holistic wealth management, making him a trusted advisor in the investment management sector. He has contributed to the growth of Jordan Park Group’s platform for alternative assets and is recognized for his deep commitment to advancing best practices in private wealth advisory and fiduciary standards.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Partner | Jan 2022 to Present | — |
| Jordan Park Group | Chief Financial Officer | Apr 2017 to Dec 2021 | — |
| Goldman Sachs | Vice President | Jun 2011 to Apr 2017 | — |
| Visium Asset Management | Analyst | Aug 2008 to Apr 2011 | — |
| Manhasset Capital Management | Analyst | Jun 2007 to Jul 2008 | — |
| Fulcrum Global Partners | Managing Director | Jan 2001 to Jan 2005 | — |
Education
Georgetown
Bachelor Of Science In Business Administration, Finance
1990 — 1994
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
B Brian Goncalves | Senior Associate | Beverly, MA , United States |
| Partner | San Francisco, CA , United States | |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
| Vice President, ESG and Impact Investing | San Francisco, CA , United States | |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
| Senior Analyst | New York, NY , United States | |
| Partner | New York, NY , United States |
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