George Wilbanks
@georgewilbanks.bsky.social
I always enjoy watching great professionals at work in well managed firms. Seth Bernstein and Onur Erzan have brought vision and discipline to the team at AB in one of the toughest organizational management challenges: succession planning and execution.
October 6, 2026 at 5:31 PM
I always enjoy watching great professionals at work in well managed firms. Seth Bernstein and Onur Erzan have brought vision and discipline to the team at AB in one of the toughest organizational management challenges: succession planning and execution.
One of my hobbies is business history, and I always find wonderful insights in looking back for earlier economic and societal transitions that reflect the current situation.
September 29, 2026 at 4:57 PM
One of my hobbies is business history, and I always find wonderful insights in looking back for earlier economic and societal transitions that reflect the current situation.
Day two of the Institute for Portfolio Alternatives Vision 2026 was very productive with multiple visits with former and current clients among the 550 attendees.
September 17, 2026 at 8:12 PM
Day two of the Institute for Portfolio Alternatives Vision 2026 was very productive with multiple visits with former and current clients among the 550 attendees.
The first day of the IPA Vision conference was exciting. Great to see so many friends and clients all in one place. Highlight of the day was Doug Krupa's Panel
September 16, 2026 at 6:16 PM
The first day of the IPA Vision conference was exciting. Great to see so many friends and clients all in one place. Highlight of the day was Doug Krupa's Panel
Celebrating our Hispanic colleagues' heritage is something I look forward to every year. Despite the dark times we face socially with populism and the current Washington administration promoting aggressively racist policies, we have the privilege of supporting these colleagues through s
September 15, 2026 at 5:25 PM
Celebrating our Hispanic colleagues' heritage is something I look forward to every year. Despite the dark times we face socially with populism and the current Washington administration promoting aggressively racist policies, we have the privilege of supporting these colleagues through s
It was a privilege to be invited as a speaker/facilitator to the CEO Roundtable of the Institutional Investor Asset Management Institute in Beverly Hills recently.
September 2, 2026 at 9:50 PM
It was a privilege to be invited as a speaker/facilitator to the CEO Roundtable of the Institutional Investor Asset Management Institute in Beverly Hills recently.
Tokenization has become an important theme behind skills and experience on all our searches, often wrapped up in the demand for strong knowledge of the technology platforms used by forward thinking asset & wealth management firms.
August 13, 2026 at 8:49 PM
Tokenization has become an important theme behind skills and experience on all our searches, often wrapped up in the demand for strong knowledge of the technology platforms used by forward thinking asset & wealth management firms.
Many thanks to Jonathan Epstein, AIF® and the Board of the DCALTA - Defined Contribution Alternatives Association for including me at their well attended (200+) Annual Meeting at the Nuveen/TIAA headquarters mid-town NYC July 21.
July 30, 2026 at 4:57 PM
Many thanks to Jonathan Epstein, AIF® and the Board of the DCALTA - Defined Contribution Alternatives Association for including me at their well attended (200+) Annual Meeting at the Nuveen/TIAA headquarters mid-town NYC July 21.
Attending the Investment Company Institute's Leadership Summit this spring was a fantastic chance to catch up with 800 of my best friends and clients in Washington DC!
July 23, 2026 at 7:18 PM
Attending the Investment Company Institute's Leadership Summit this spring was a fantastic chance to catch up with 800 of my best friends and clients in Washington DC!
Happy 250th July 4th to all our friends and clients. In addition to the celebrations, we hope everyone will reflect on the journey our young country is traveling with enthusiasm and optimism, despite the "lost decade" that the current Washington administration has inflicted on the entire world.
June 30, 2026 at 8:42 PM
Happy 250th July 4th to all our friends and clients. In addition to the celebrations, we hope everyone will reflect on the journey our young country is traveling with enthusiasm and optimism, despite the "lost decade" that the current Washington administration has inflicted on the entire world.
Every year we look forward to the joy of celebrating the progress our society has made over the last 5+ decades in speaking out against injustice with our LGBTQ+ friends and business partners.
June 9, 2026 at 5:34 PM
Every year we look forward to the joy of celebrating the progress our society has made over the last 5+ decades in speaking out against injustice with our LGBTQ+ friends and business partners.
We are honored to be working with the Money Management Institute again to recruit Craig Pfeiffer's successor, who we recruited for the Association just over a decade ago.
www.fundfire.com/c/5172134/73...
www.fundfire.com/c/5172134/73...
MMI Begins Search for New CEO
MMI Begins Search for New CEO
www.fundfire.com
June 3, 2026 at 4:19 PM
We are honored to be working with the Money Management Institute again to recruit Craig Pfeiffer's successor, who we recruited for the Association just over a decade ago.
www.fundfire.com/c/5172134/73...
www.fundfire.com/c/5172134/73...
Succession planning is a conversation that we are always having with investment management companies, their corporate boards and their fund trustees. Most of the time the solution is more thorough advance planing, rather than executive search.
May 11, 2026 at 5:18 PM
Succession planning is a conversation that we are always having with investment management companies, their corporate boards and their fund trustees. Most of the time the solution is more thorough advance planing, rather than executive search.
Wilbanks Partners 2nd Quarter 2026 Update: C-Suite Hiring and Compensation Remain Robust Despite Slowing Growth and Turbulent Markets
April 28, 2026 at 6:29 PM
Wilbanks Partners 2nd Quarter 2026 Update: C-Suite Hiring and Compensation Remain Robust Despite Slowing Growth and Turbulent Markets
We are celebrating Earth Day because of the importance of carefully stewarding our global resources, though this is lost on some in the recent political stage in the US.
April 22, 2026 at 6:03 PM
We are celebrating Earth Day because of the importance of carefully stewarding our global resources, though this is lost on some in the recent political stage in the US.
Attending the MIT Media Labs "Imagination in Action" Agentic AI Conference in Cambridge for two days has become a real differentiator in my understanding of how important technology skills and tools are for the C-Suite leadership of the asset & wealth management business.
April 10, 2026 at 10:37 PM
Attending the MIT Media Labs "Imagination in Action" Agentic AI Conference in Cambridge for two days has become a real differentiator in my understanding of how important technology skills and tools are for the C-Suite leadership of the asset & wealth management business.
To our Jewish friends, from Wilbanks Partners: Chag Sameach. As you light the hanukkiah, each candle adds brightness—reminding us that resilience and religious freedom grow when every voice is welcomed.
December 15, 2025 at 8:02 PM
To our Jewish friends, from Wilbanks Partners: Chag Sameach. As you light the hanukkiah, each candle adds brightness—reminding us that resilience and religious freedom grow when every voice is welcomed.
I attended the Association of Asian American Investment Managers (AAAIM) annual meeting this year in September in NYC for the first time.
December 9, 2025 at 6:22 PM
I attended the Association of Asian American Investment Managers (AAAIM) annual meeting this year in September in NYC for the first time.
This fall I attended the IPAVision conference in Washington DC and found it an excellent venue to meet with clients and keep up with cutting edge trends around the distribution of private market products through the wealth channel.
December 3, 2025 at 7:11 PM
This fall I attended the IPAVision conference in Washington DC and found it an excellent venue to meet with clients and keep up with cutting edge trends around the distribution of private market products through the wealth channel.
Wishing all of our friends and clients a Happy Thanksgiving. We hope that you will take the time to set your digital devices aside and enjoy the company of family and friends.
November 26, 2025 at 3:46 PM
Wishing all of our friends and clients a Happy Thanksgiving. We hope that you will take the time to set your digital devices aside and enjoy the company of family and friends.
Though the industry seems to be focused on other themes, the importance of international experience is universal to our clients. This is a trend that has been at work since the early 2000s, though it is not talked about as much as other "hotter" topics like AI.
www.ignites.com/c/5021904/70...
www.ignites.com/c/5021904/70...
A ‘Global Business’ Needs People with Global Experience
A ‘Global Business’ Needs People with Global Experience
www.ignites.com
November 12, 2025 at 6:31 PM
Though the industry seems to be focused on other themes, the importance of international experience is universal to our clients. This is a trend that has been at work since the early 2000s, though it is not talked about as much as other "hotter" topics like AI.
www.ignites.com/c/5021904/70...
www.ignites.com/c/5021904/70...
View our 4Q25 business update, "Technology Skills Requirement Accelerating Across All Functions as a Result of AI Focus." Also covering recruiting trends, industry best practices: wilbankspartners.com/wilbanks-par...
#recruiting #AssetManagement #wealthmanagement #investmentmanagement #inclusion
#recruiting #AssetManagement #wealthmanagement #investmentmanagement #inclusion
Wilbanks Partners 4th Quarter 2025 Business Update - Wilbanks Partners
Wilbanks Partners 4th Quarter 2025 Business Update on recruiting and compensation trends; emphasis on technology focus and inclusivity
wilbankspartners.com
November 7, 2025 at 7:30 PM
View our 4Q25 business update, "Technology Skills Requirement Accelerating Across All Functions as a Result of AI Focus." Also covering recruiting trends, industry best practices: wilbankspartners.com/wilbanks-par...
#recruiting #AssetManagement #wealthmanagement #investmentmanagement #inclusion
#recruiting #AssetManagement #wealthmanagement #investmentmanagement #inclusion
There are many ways to measure the success of a conference. One of the more reliable is attendance at the last session on the final day. The Association of Asian American Investment Managers (AAAIM) Annual Mtg. stands out in engagement from any conference I have been to over the last several years.
October 10, 2025 at 5:28 PM
There are many ways to measure the success of a conference. One of the more reliable is attendance at the last session on the final day. The Association of Asian American Investment Managers (AAAIM) Annual Mtg. stands out in engagement from any conference I have been to over the last several years.
The quality of the speakers and relevancy of the panel topics was the highlight of the Association of Asian American Investment Managers (AAAIM) Annual Meeting "Elevate 2025."
aaaim.org/events/aaaim...
aaaim.org/events/aaaim...
AAAIM ELEVATE 2025 - Agenda - AAAIM
aaaim.org
October 9, 2025 at 7:04 PM
The quality of the speakers and relevancy of the panel topics was the highlight of the Association of Asian American Investment Managers (AAAIM) Annual Meeting "Elevate 2025."
aaaim.org/events/aaaim...
aaaim.org/events/aaaim...
Congratulations to CEO Jim Park and the entire staff at the Association of Asian American Investment Managers (AAAIM) for organizing a fantastic Annual Meeting "Elevate 2025" in New York City from Sep. 29 - Oct. 1.
aaaim.org/events/aaaim...
#aaaimelevate2025 #aapileadership #investmentindustry
aaaim.org/events/aaaim...
#aaaimelevate2025 #aapileadership #investmentindustry
October 8, 2025 at 5:11 PM
Congratulations to CEO Jim Park and the entire staff at the Association of Asian American Investment Managers (AAAIM) for organizing a fantastic Annual Meeting "Elevate 2025" in New York City from Sep. 29 - Oct. 1.
aaaim.org/events/aaaim...
#aaaimelevate2025 #aapileadership #investmentindustry
aaaim.org/events/aaaim...
#aaaimelevate2025 #aapileadership #investmentindustry