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George Raftopoulos

President

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George spent more than two decades building his capital management firm into a successful, thriving and valued enterprise. Managing human resources, generating new business, staying abreast of technological changes and business trends and even sweating payroll at times, after 24 years, he decided to pursue the American dream and find a buyer for what he’d built. The experience of building, acquiring and eventually selling a thriving and successful business led to the formation of ROI Cubed, LLC, in 2012.

George maintains an innate and proven capacity to see business operations from both 30,000 feet and the trenches, providing both macro and micro insights and operational perspectives. He intuits and integrates the values, differentiators and drivers of an entire operation to achieve desired objectives, coordinating resources that add both perspective and value to continued operations and overall business prospects.

A graduate of Tufts University with a BA in Economics, and an MBA with Tax concentration from Bentley University, George also has the distinct privilege and pleasure of working as an adjunct lecturer, guiding young minds and teaching financial planning at the graduate and undergraduate levels at Bentley University in Waltham, MA.

As diversity and inclusion remain important social issues, George also serves on the Bentley University Provost-initiated Diversity and Inclusion task force and the Financial Planning Association (FPA) Board of Directors-appointed Diversity & Inclusion Committee.

George maintains a host of designations and professional memberships, including:

  • Corporate Value Growth Advisor (CVGA®) licensee
  • Certified Mergers & Acquisitions Advisor® (CM&AA)
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Certified Estate Planner™ (CEP®) certificant
  • Alliance of Mergers & Acquisitions Advisors (AMAA)
  • ESOP Association/New England Chapter
  • National Center for Employee Ownership (NCEO)
  • Financial Planning Association (FPA)

George is also a member of ProVisors®, a community of more than 4,000 trusted advisors across the country with the common goal of sharing knowledge and serving as resources to provide exceptional, multi-disciplinary solutions to clients.