George McCurdy serves as Senior Portfolio Manager in our Birmingham office, focusing on investment strategy and planning for clients. He advises individuals, family offices, institutions, and nonprofit entities on investment management, trust and estate planning, and overall fiduciary goals.
A results-driven portfolio manager with more than 20 years of experience, McCurdy specializes in developing and executing high-performing investment strategies. With expertise in investment management, financial analysis, and market research, he has a proven track record of managing multimillion-dollar portfolios while identifying profitable opportunities and mitigating risk. His strengths in client relations and strategic growth initiatives support asset growth and high-quality client service.
McCurdy joins Argent Financial Group after a 22-year career at Regions Investment Management, where he served as senior vice president and portfolio manager. In that role, he provided tailored investment solutions for high-net-worth individuals and institutional clients, specializing in fixed-income strategies. In addition to portfolio management, his expertise spans credit research, equity research, and equity strategies.
McCurdy holds a bachelor’s degree in Investment Management, with a minor in Economics, from the University of Alabama, as well as an MBA from Auburn University at Montgomery. He is a CFA® charterholder and an active member of the CFA Institute and the CFA Society of Alabama, and he also holds the CERTIFIED FINANCIAL PLANNER™ designation.
He and his wife, Lindsey, have one son, Reese. They enjoy traveling and participating in outdoor activities such as golf, hunting, and fishing.
