Insight grounded in experience An industry veteran since 1991, Glen is a co-founder of Mogul Financial Group, and a UBS Managing Director, a title reserved for a handful of business leaders around the globe.
As a Senior Portfolio Manager, Glen is an equity manager with particular focus in the GARP (Growth At a Reasonable Price) style of investing. He helps oversee $1 billion in client assets and is responsible for research & trading inquiries for Mogul Financial Group. Having in-house management helps address the mystery of investing for Mogul's clients. Before joining UBS 2008, he was a Senior Managing Director of Bear, Stearns & Co. Inc. Prior to that Glen was a broker at Tucker Anthony.
Credentials that build confidence Glen has received numerous accolades from prominent publications, including Financial Times Top 400 Advisors in the United States in 2015&2016; Barron's Top 1,000 Financial Advisors in 2013; Barron's Top 1,200 Financial Advisors in 2014, 2015, 2016, 2017,2018 and 2019.
Glen is a UBS Pinnacle Council member, a designation earmarked for the firm’s most accomplished advisors. Glen maintains his Series 7, 63 and 65 securities licenses.
Outside of UBS
Glen holds a BA in Political Science from the University of Wisconsin. Glen is an avid golfer and tennis player. He is also an active member in his community supporting multiple non-profits alongside the other Mogul partners.
Registered States:
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY