Greensboro, NC | 336-230-1811
Glenn is a vice president, co-CIO (with PJ Williams) and our director of investments. He has been with the company since 2003. His past experience includes customer service and production planning management in the manufacturing sector, an adjunct faculty instructor in the College for Financial Planning program at Guilford College and prior registrations with the National Association of Securities Dealers (NASD), predecessor to FINRA and NC Life and Health Insurance.
BA – Economics and Industrial Relations, University of North Carolina at Chapel Hill
• CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner
• Chartered Financial Analyst (CFA) charter holder
• Member of the CFA Institute and the North Carolina Society of Financial Analysts
• North Carolina Society of Financial Service Professionals
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.