Experience Makes all the difference

Glenn is the primary portfolio manager on the team. He is responsible for security and mutual fund selection and personally manages a large cap growth portfolio on a discretionary basis. In 1985 Glenn joined the Glens Falls office of EF Hutton. In 1990 he helped establish the local PaineWebber office (now UBS) and served as its Branch Manager until 2002. He has successfully completed many portfolio manager training programs including the Certified Investment Management Analyst designation at Wharton in 1994.

Glenn has also authored two award-winning Adirondack history books and an Adirondack novel, and in 2000, with his wife Carol, established and funded a private foundation dedicated to improving the quality of life for year-round residents in the Adirondack Park.

He and his wife split their time between their home near the base of Crane Mountain in Johnsburg and their home in Santa Fe New Mexico.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Wealth Management and Senior Portfolio Manager

Glens Falls, NY

February 1990 - Present

Shearson Lehman Hutton

Financial Consultant

Saratoga, NY

April 1988 - February 1990

EF Hutton

Account Executive

Glens Falls, NY

May 1985 - April 1988

Pearsall Realty Inc

Vice President

Wevertown, NY

July 1975 - May 1985

Accomplishments

  • Commentary on Business and Investments has been featured in Glens Falls Business Journal, Glens Falls Post Star,
  • Glens Falls TV8, Capital District Business Review and Albany Times Union

Education

  • B.A., State University College of New York at Oswego, 1971
  • Portfolio Management Programs at Princeton, Emery University and Darden School of Business
  • Graduate, Certified Investment Management Program, Wharton School of Business, 1994

Licenses

  • Series 7, General Securities Representative
  • Series 8, General Securities Sales Supervisor Series 3, National Commodity Futures
  • Series 63, Uniform Securities State Agent Series 65, Investment Advisor Representative
  • Insurance- New York State, Florida & Virginia - Life, Variable Life, Variable Annuity, Long Term Care, Health
  • Insurance- Michigan- Life, Variable Life, Variable Annuity, Health

Personal & Community

  • author, "Echoes in These Mountains" (2008), "When Men and Mountains Meet" (2013), "Leaves Torn Asunder" (2016)
  • Over 30 years of experience serving on not for profit boards
  • Founder and Funder, Glenn and Carol Pearsall Adirondack Foundation (www.Pearsallfoundation.org)

Registered States:

CA, CO, CT, DE, FL, MA, ME, NC, NJ, NM, NY, TX, VA, VT