George Margvelashvili
Equity Research Analyst at Jag Capital Management, LLC
About
George Margvelashvili, CFA, serves as an Equity Research Analyst at JAG Capital Management, LLC, based in Chicago, IL. In his role, he conducts research on companies within the technology sector, providing in-depth financial analysis and investment insights to support portfolio decisions. His coverage focuses particularly on technology industries, with a notable emphasis on semiconductor companies, reflecting his experience and specialization in this area.
Prior to joining JAG Capital in 2021, George held research and investment roles at Fisher Investments, including positions as Equity Research Analyst and Portfolio Engineer/Junior Portfolio Manager, where he was primarily responsible for covering semiconductor assets. He brings a cumulative seven years of experience in the investment management industry, and previously achieved international recognition as a chess Grandmaster in 2010.
George holds a Master of Science in Finance from the University of Texas at Dallas, a Bachelor of Science in Financial Economics from the University of Maryland Baltimore County, and is a CFA® charterholder. His expertise spans equity analysis within technology and semiconductors, and his contributions to investment research include published insights on emerging trends, such as artificial intelligence’s impact on the sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| JAG Capital Management, LLC | Equity Research Analyst | Oct 2021 to Present | — |
| Fisher Investments | Portfolio Engineer and Junior Portfolio Manager | Jun 2020 to Nov 2021 | • Primary Portfolio Engineer for the US Large Cap portfolios, including ESG and Sustainable/Impact strategies • Analyzing individual stocks across various sectors and developing new investment ideas t... |
| Fisher Investments | Equity Research Analyst | Feb 2018 to Nov 2021 | • Responsible for covering Semiconductors and Tech Hardware industries across global strategies • Experience covering Industrials, Energy, and Materials sectors • Performing fundamental analysis... |
| Fisher Investments Institutional Group | Institutional Portfolio Analytics Associate | Aug 2015 to Feb 2018 | • Follow current macroeconomic trends and write white papers/market commentary • Provide institutional clients with timely updates on portfolio returns, performance attribution, and various risk expos... |
| Office of Audit and Compliance at University of Texas at Dallas | Student Intern | Sep 2014 to Dec 2014 | • Developed risk-assessment program and appropriate control mechanisms to mitigate identified risks • Interviewed responsible personnel, documenting results through working papers • Participated in wo... |
Education
The University of Texas at Dallas
Master's Degree, Finance, General
2013 — 2015
University of Maryland Baltimore County
Bachelor of Science (BS), Financial Economics
2009 — 2013
Others at Jag Capital Management, LLC (10)
| Name | Role | Location |
|---|---|---|
| Vice President, Director of Business Development and Client Service | St. Louis, MO , United States | |
| Financial Analyst | Chicago, IL , United States | |
| Senior Fixed Income Analyst | Chesterfield, MO , United States | |
| Equity Research Analyst | Chicago, IL , United States | |
C Charles O'Rourke | Fixed Income Analyst | St. Louis, MO , United States |
J Jie Cheng | Summer Analyst | St. Louis, MO , United States |
| Equity Research Analyst | St. Louis, MO , United States | |
J Jo Seagren | Managing Director | Chicago, IL , United States |
N Nicolas Falkinhoff | Associate Portfolio Manager | Chicago, IL , United States |
S Sandra Shotwell | Vice President and Director of Institutional Client Service | United States |
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S Scott Rich | Chief Investment Officer | Huntleigh Advisors, Inc. | St. Louis, MO , United States |
| Managing Director, Institutional Client Relations | Acr Alpine Capital Research, LLC | Los Angeles, CA , United States | |
D Drew Imhoff | Analyst | Acr Alpine Capital Research, LLC | St. Louis, MO , United States |