Profile
George Stephen Wolfson worked as a Portfolio Manager at Wells Fargo Bank Indiana, NA and as a Vice President & Branch Manager at Charles Schwab & Co., Inc. He also worked as a Principal & Senior Financial Advisor at SYM Financial Corp.
from 2019 to 2020.
Prior to that, he worked as a Faculty member at Indiana University and as a Consultant at Schwab Institutional.
Wolfson received his undergraduate degree from Indiana University.
Former positions of George Stephen Wolfson
| Companies | Position | End |
|---|---|---|
SYM Financial Corp.
 SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Investment Committee Member | 30/06/2020 |
| Indiana University | Corporate Officer/Principal | - |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Wells Fargo Bank Indiana, NA
 Wells Fargo Bank Indiana, NA Major BanksFinance Headquartered in Fort Wayne, Indiana, Wells Fargo Bank Indiana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | - |
Training of George Stephen Wolfson
| Indiana University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
SYM Financial Corp.
SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Finance |
Wells Fargo Bank Indiana, NA
Wells Fargo Bank Indiana, NA Major BanksFinance Headquartered in Fort Wayne, Indiana, Wells Fargo Bank Indiana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
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