George Marlow
Investment Analyst
George brings more than five years of experience across public, private, and digital capital markets, with a focus on portfolio management and capital allocation. At Cleros Wealth Partners, he supports the team through portfolio optimization, investment sourcing, and due diligence. Known for his creative problem-solving and big-picture thinking, George helps ensure a smooth and efficient experience for clients and team members.
Before Cleros, George spent three years at UBS Financial Services, where he gained practical experience in portfolio management that continues to inform his approach to investment strategy and capital allocation. Earlier in his career, he worked as an energy investment banker at Citigroup before returning to Austin to join a startup. These experiences established a strong foundation in financial analysis and risk management, which he brings to his work at Cleros.
George holds Series 7 and Series 66 registrations and a life insurance license. He earned a degree in finance from The University of Texas.
Outside the office, George enjoys spending time in the country and boarding. He lives in Fort Worth with his wife, Allie, and their cocker spaniel, Willie.
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
