# G Squared Private Wealth

G Squared Private Wealth is a Bank / Wealth / Trust based in College Station, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** College Station, United States
- **Region:** North America
- **Address:** College Station, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** gsquaredprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/g2pw

## Regulatory record

- **Reports private funds:** No

## About

G Squared Private Wealth launched in 2019 when George Georgiades and Victoria Greene left large financial institutions to build an independent fiduciary practice in Bryan-College Station. The founding thesis was that multi-generational families in Texas's energy and agricultural corridors needed a single roof for retirement planning, estate structuring, and portfolio management — without the product-push incentives of a wirehouse. The firm serves business owners navigating liquidity events and retirees requiring income-engineered balance sheets. Greene's team holds designations from The Wharton School, Tuck, Texas A&M's Mays Business School, and Harvard Business School. G Squared deploys capital across public equities, fixed income, private credit, and real estate using a risk-aware, defensive framework. The firm's publicly visible commentary, cited via appearances on CNBC's 'The Exchange' and 'Morning Call,' frames a strategy that blends opportunistic equity exposure with hard-asset and credit tilts. The firm runs a nine-person team from its College Station headquarters with no additional offices. Georgiades and Greene lead a credentialed staff that includes three CFPs, a CFA, a CIMA, a CEPA, and a JD. The group operates an in-house newsletter and maintains a lean, high-conviction structure suited to families needing generational transfer mechanics rather than institutional-scale capital deployment. No adjacent philanthropic foundations or club-deal vehicles are publicly named. G Squared's structural differentiator is that it is an independent RIA in a secondary Texas market targeting legacy-family wealth — a posture that avoids the conflict-ridden architecture of bank-owned wealth-management arms. The firm holds a fiduciary standard of care and can build portfolios without proprietary-product mandates, which matters acutely for clients managing concentrated single-stock positions or real-asset legacies. Greene's public-media presence as CIO serves as both a client-education channel and an institutional stamp for a firm whose internal investment committee is small enough to execute tactical shifts within a single meeting cycle.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## People

- George Georgiades — Chief Executive Officer
- Victoria Greene — Chief Investment Officer

## Questions

### How is G Squared Private Wealth structurally different from a bank wealth-management division?

G Squared operates as an independent registered investment advisor, which means it is not beholden to a parent institution's proprietary products or sales incentives. The firm explicitly markets its fiduciary standard of care and its freedom to customize portfolios without institutional directives. This structure matters for clients with concentrated holdings or illiquid legacy assets that require bespoke planning.

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- [GSI Capital Partners](https://altss.com/profile/gsi-capital-partners)
- [GTO Partners](https://altss.com/profile/gto-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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