Glenn is a Certified Financial Planner™ professional. He has over 30 years of experience with major financial institutions. Glenn held senior positions as Senior Vice President at CitiGroup, Wachovia and Morgan Stanley Smith Barney. He graduated from Iona College in New Rochelle, New York with a Bachelor of Business Administration. He holds a Masters Degree in Business, Finance and Marketing from Pace University in White Plains, New York.
Glenn works primarily with high net worth individuals, professional athletes, medical professionals, entrepreneurs, business executives etc., bringing investment strategies for the many life scenarios they face including retirement, education, philanthropy and transfer of wealth.
He also has experience working with business organizations ranging from small business and professional companies to Fortune 100 companies. He works closely with the principals, officers and employees providing advisory services, financial planning money management, lending strategies, cash management, trade finance and retirement planning.
Presently, Glenn is Vice President and a board member for Arts Westchester where he sits on the finance and audit committees.
Series 7, 66, 31 Registered
Life, Accident and Health Insurance Licensed
NYS Partnership for Long Term Care Insurance Licensed
Registered States:
CA, CO, CT, DE, FL, GA, IA, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT