As Managing Director, Portfolio Management, Glen specializes in managing equity portfolios. He utilizes long-term investment strategies that focus on bottom up analysis and a ‘growth at a reasonable price’ approach.
Glen has over 30 years of experience in the finance industry. Prior to joining NewEdge Wealth, Glen was a Managing Director and Senior Portfolio Manager at UBS Financial Services, Inc. and a Senior Managing Director at Bear Stearns & Company Inc.
Glen graduated from the University of Wisconsin-Madison with a B.S. in Political Science. He holds his Series 7 and 63 securities licenses and has been recognized in Barron’s, the Financial Times, and Forbes for his accomplishments.
Glen currently resides in Park City, Utah and Los Angeles, California. In his spare time, he enjoys golfing, skiing, and art.
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