Advisory Board

Advisory Board

1st Global and its affiliated partners are advised and supported by some of the greatest minds of the last century through a special Advisory Board. The 1st Global Advisory Board is comprised of Harry M. Markowitz, Ph.D., recipient of the 1990 Nobel Memorial Prize in Economic Sciences for his dissertation on Modern Portfolio Theory; Dr. Arthur B. Laffer, “Father of Supply-Side Economics” and inventor of the Laffer Curve; and Carl George, former Clifton Gunderson CEO and named one of the “Top 100 Most Influential People in Accounting.”

As advisors and consultants to the 1st Global, these advisors use their experience and business acumen to help guide 1st Global’s strategic decisions, formulate knowledge capital and create proprietary research on portfolio analysis, economics and CPA firm succession that can then be shared with its CPA wealth management firms and its firms clients. This is another reason why 1st Global believes its affiliates are some of the most informed and well-educated wealth managers in the country.

Dr. Arthur B. Laffer

Chairman, Laffer Associates

Dr. Arthur B. Laffer’s career has been marked by experience and success in business, in public policy, and as an academic economist and professor. Dr. Laffer joined 1st Global in 2010 as an economic advisor to the 1st Global Investment Committee and as a consultant to the company’s executive management.  (more)

Carl George, CPA

Owner, Carl George Advisory, LLC

Carl George is one of the most highly acclaimed leaders in the accounting profession. He is recognized as an industry expert with extensive credentials and experience in CPA firm growth, culture building and sustained profitability.  (more)

Harry M. Markowitz, Ph.D.

Nobel Laureate, Father of Modern Portfolio Theory

Dr. Markowitz is a Nobel Laureate and the father of Modern Portfolio Theory, studying the effects of investment and portfolio variability, return and correlation. He divides his time between teaching as an adjunct professor at the Rady School of Management at the University of California at San Diego and consulting.  (more)

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Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.