Glen is responsible for the management of the client advisory team and oversees the implementation of the financial planning process to ensure a standard, comprehensive client experience. He also advises clients from our Providence, RI office. He uses a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. Glen also coordinates with his clients’ family members, outside advisors and with other members of their professional team. He has been a CERTIFIED FINANCIAL PLANNER® professional since 2000 and has more than 30 years of experience in the profession.
Prior to joining the firm, he spent the majority of his career at Bank of America and its predecessor organizations. Glen held the most recent position as Market Executive of U.S. Trust in the Rhode Island and Massachusetts markets, where he led advisors focused on developing high net worth clients. He transitioned through many investment-related positions including finance, product development, marketing, and relationship management.
Glen serves as a board member for Big Brothers Big Sisters of Rhode Island and as a board member to RhodeWay Financial, a non-profit financial planning organization. He is an active alum of Bryant University and serves on Bryant’s National Alumni Committee.
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