Kai Stinchcombe, Co-Founder & CEO of True Link Financial
“Wilbanks Partners brought strong knowledge of the operating issues for our…
Leadership of a New York Family Office
“On behalf of the family office and family members, I want to thank you for the…
John Sweeney, Former Executive Vice President of Fidelity Investments and Chair Emeritus of the Money Management Institute
“George and his team did a great job recruiting Craig Pfeiffer for the Money…
Peter Welber, Chief Executive Officer of Chevy Chase Trust
“Our partnership with George and his team was outstanding. He provided in depth…
Jack Brennan, Chairman Emeritus and Senior Advisor of the Vanguard Group
“George and his team have been trusted partners for many years. We have worked…
Mark Casady, General Partner & Advisory Board Chairman of Vestigo Ventures, Former Chairman & Chief Executive Officer of LPL Financial
“Getting a management team to work well together is a matter of getting each…