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The Evolution of G Squared Private Wealth

For families with significant wealth, there is little relevance to standard financial services or basic plans. What’s needed is specialized expertise, as well as the processes and resources to implement tailored private wealth solutions.

After 32 years at one of the largest Financial Firms, we were looking for the best possible structure to allow us to focus on our clients while gaining the flexibility and freedom required to run a modern Wealth Management business. We chose to partner with Sanctuary Wealth to better serve G Squared’s clients and allow our firm to focus on client service vs. back office, compliance and HR. Through our partnership with Sanctuary, G Squared gained the benefits of an independent fiduciary, while maintaining the support systems needed to keep our focus on our clients. Sanctuary Wealth provides industry leading resources and technology, economies of scale, and has access to the best-in-class specialists allowing G Squared to deliver a seamless and comprehensive wealth management experience.

 
 

With specialized knowledge in areas such as comprehensive wealth preservation strategies, business transition planning and family legacy building, we focus on creating a boutique private wealth experience for each client. Our team provides safe, steady investing and smart, thorough planning to individuals and families with significant wealth.

“Our focus is you and you alone. As an independent firm, we are free to provide seamless, fully customized financial guidance without the incentives or dictates of a parent institution.”

Victoria Greene CFA®, CRPC®
Chief Investment Officer


Industry Accolades

We are an experienced and well-entrenched team. Here are a few of our accomplishments and credentials.

  • 2021 Forbes Best-in-State Wealth Advisor for Texas*
  • 2019 Forbes Best-in-State Wealth Advisor for Texas*
  • 2018 Forbes Best-in-State Wealth Advisor for Texas*
  • 32-year history in private wealth management
  • Independent firm with the fiduciary standard of care
  • Industry accreditations:
    • Chartered Financial Analyst (CFA®)
    • Certified Exit Planning Advisor (CEPA®)
    • Certified Investment Management Analyst (CIMA®)
    • Chartered Retirement Planning Specialist (CRPC®)
    • Portfolio management credentials
  • Members of our team also have advanced financial management courses from:
    • The Wharton School at the University of Pennsylvania
    • Tuck School of Business at Dartmouth College
    • Mays Business School at Texas A&M
    • Harvard Business School

Our Team

 
  • George Georgiades
  • Victoria Greene
  • Janet Syptak
  • Christina Williams
  • Tanner Vroman
 

George Georgiades CIMA®, CEPA®

Chief Executive Officer
DIRECT: (979) 314-4831
[email protected]
George Georgiades has over three decades of experience in the financial services industry. He founded G Squared Private Wealth to provide specialized services for ultra high net worth individuals and families.

Since 1987, George has been working with individuals, corporations and endowments to design custom strategies. Prior to launching G Squared Private Wealth, he led the Georgiades Group, a 5-person team managing more than $425 million in client assets. Having built and transitioned multiple businesses in addition to professional experience working with business owners, he has specialized expertise in capital foundation, sales and divestiture as well as postliquidity investment planning for owners. He has also designed investment programs for endowments, foundations, hospitals, corporations, retirement plans and individuals.

George holds two Bachelor’s degrees and also attended graduate school in Agriculture Economics at Texas A&M University. He has also earned portfolio management credentials and the Certified Investment Management Analyst (CIMA®) designation. His community roles include 100 Club Board of Directors, Houston Live Stock Show and Rodeo Director, Past President of the Houston Polo Club and Past President of the Brazos County Go Texan Association. He has also served on the 12th Man Foundation Board of Directors and the Allen Academy Board of Trustees.  George is also a founder of 6 Degrees Wealth, a startup by Advisors, for Advisors.

In 2018, 2019, and 2021 George was named to the Forbes Best-in-State Wealth Advisors list for Texas*.

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Victoria Greene CFA®, CRPC®

Chief Investment Officer
DIRECT: (979) 314-4832
[email protected]
A Founding Partner of G Squared Private Wealth, Victoria Greene first began working alongside George Georgiades in 2008 to help design and manage the team's $425 million in client assets.

With in-depth expertise in market research, economic and financial analysis, and portfolio construction, Victoria, a Founding Partner of G Squared Private Wealth, is primarily responsible for the design, implementation and monitoring of client portfolios. This includes extensive analytics and research, as well as a thorough due diligence process for manager selection and oversight. Her expertise enables the team to deliver highly customized strategies for ultra-high-net-worth individuals, families and business owners.

A graduate of the Mays Business School at Texas A&M University, Victoria is also a CFA charterholder (Chartered Financial Analyst). This prestigious designation is earned and maintained through a highly selective process of study, experience and ethical standards. She is an active member of her local community, having served on the Board of the Aggieland Humane Society and volunteering with the Women’s Resource of Houston, an organization that promotes financial literacy for low-income women. She also sits on the Advisory Board for the Masters in Finance program at May’s Business School and is a Chapter President in her alumni network. She is a member of the Houston Polo Club and enjoys polo and horseback riding.  Victoria is also a founder of 6 Degrees Wealth, a startup by Advisors, for Advisors.

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Janet Syptak

Senior Client Associate
DIRECT: (979) 314-4835
[email protected]
Janet Syptak has over 25 years' experience in the financial services industry.

As Senior Client Associate, she manages the operations of the firm and helps execute the team’s boutique client service model. She has worked alongside George and Victoria since 2008, after holding a management position at a major bank in Bryan, Texas. Janet holds a Bachelor’s degree from Texas A&M University.

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Christina Williams

Client Associate
DIRECT: (979) 314-4833
[email protected]
Christina Williams had 17 years of experience in the financial services industry, prior to the launch of G Squared Private Wealth.

She is involved in client communication and service, as well as operational aspects of the practice. Christina studied office administration at the Texas School of Business.

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Tanner Vroman

Registered Associate
DIRECT: (979) 314-4834
[email protected]
Tanner Vroman joined the G Squared team as a Client Associate in 2020.

Tanner has an extensive background in the hospitality industry that includes spending a number of years at an exclusive private country club. His experience assisting affluent members during this time prepared him well for serving client needs at G Squared Private Wealth.

Tanner is a graduate of Texas A&M with a degree in Universal Studies and minors in Economics and Business. He is a native Texan, born and raised in the Waco area. In his free time Tanner enjoys cooking, traveling and being outdoors helping on his family farm.

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