- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Glenn has held in a variety of investment related roles at Northern Trust during his tenured career. Glenn is currently a Senior Investment Officer (SIO) for the Sarasota Office. Glenn is responsible for providing holistic wealth management services for individuals and families, privately held businesses, and family foundations to name a few. Glenn's specialty is investments in the context of Northern Trust's proprietary goals-based methodology – Goals Driven Wealth Management.
Experience
Glenn began his career in 1987 at First Florida Bank in Tampa, Florida. He served as an equity analyst and portfolio manager at this firm, and another investment/trust organization, before joining Northern in 1993.
Community Involvement
Glenn is very active in his community. He served as the Chair of the Conservation Foundation of the Gulf Coast, and served as the President of CFA Tampa Bay. In addition, Glenn served as Vice President of the Resurrection House of Sarasota.
Joined Northern Trust
1993
Education
Bachelor of Science in Finance, University of South Florida. Master’s degree in Business Administration, University of South Florida.
Credentials
Chartered Financial Analyst (CFA) designation. Certified Financial Planner (CFP®) designation.
Sarasota
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1515 Ringling Boulevard
Sarasota, Florida 34236