George Rokas Senior Portfolio Advisor

Joined Northern Trust

2014

Education

  • Bachelor of Science in Business Administration with an emphasis in Finance, University of California at Berkeley

Credentials

  • Chartered Financial Analyst (CFA)
  • Certified Private Wealth Advisor (CPWA)

Expertise

Mr. Rokas is a Senior Portfolio Advisor at Northern Trust. He works with his clients to understand their goals and build comprehensive financial plans to help them achieve those goals.

Experience

Mr. Rokas joined Northern Trust in 2014 as a Senior Portfolio Advisor. Prior to joining Northern Trust, he spent nearly 25 years as an analyst and portfolio manager for the investment management division of Union Bank in San Francisco.