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George Margvelashvili

George Margvelashvili

Equity Research Analyst at Jag Capital Management, LLC

Chicago, IL , United States

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

OrganizationRoleDate RangeDetails
JAG Capital Management, LLCEquity Research AnalystOct 2021 to Present
Fisher InvestmentsPortfolio Engineer and Junior Portfolio ManagerJun 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 InvestmentsEquity Research AnalystFeb 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 GroupInstitutional Portfolio Analytics AssociateAug 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 DallasStudent InternSep 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)

NameRoleLocation
James Sindelar
James Sindelar
Vice President, Director of Business Development and Client ServiceSt. Louis, MO , United States
Michael Buck
Michael Buck
Financial AnalystChicago, IL , United States
Rick Talerico
Rick Talerico
Senior Fixed Income AnalystChesterfield, MO , United States
Tucker O'Neil
Tucker O'Neil
Equity Research AnalystChicago, IL , United States
C
Charles O'Rourke
Fixed Income AnalystSt. Louis, MO , United States
J
Jie Cheng
Summer AnalystSt. Louis, MO , United States
John Krueger
John Krueger
Equity Research AnalystSt. Louis, MO , United States
J
Jo Seagren
Managing DirectorChicago, IL , United States
N
Nicolas Falkinhoff
Associate Portfolio ManagerChicago, IL , United States
S
Sandra Shotwell
Vice President and Director of Institutional Client ServiceUnited States

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