George Rokas

Senior Portfolio Advisor

Biography
580 California Street
Suite 1900
San Francisco, CA 94104
(415) 765-4400
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.
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)