As the chief investment officer (CIO), Glenn is responsible for overseeing West Financial Services’ investment philosophy and security selection, for both equity and fixed income. He is the leading voice in the investment committee, along with the research & strategy group, shaping tactical positions while setting long-term allocation guidelines.
Glenn received his BS in Finance, with an Economics minor, from George Mason University and is a CFA charterholder. Prior to joining the WFS investment management department in 2003, Glenn held the position of senior portfolio management associate with a national asset management firm.
Glenn lives in McLean, Virginia, and is an avid D.C. sports fan, particularly the Wizards and Nationals. He also enjoys the diverse cuisines that the area has to offer, and visiting local wineries.
Professional Affiliations/Memberships:
Member of the National and Washington, D.C. Chapters of the CFA Institute and Washington Association of Money Managers.
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