Glen has been working closely with clients since joining Cornerstone Capital Advisors in May of 2006. Prior to becoming a Lead Advisor with the firm, Glen was a Portfolio Administrator and Planning Analyst for many of Cornerstone’s clients. He has also been instrumental in preparing investment due diligence for the Investment Committee.
His areas of expertise include retirement, college, investment management, insurance, estate, and tax planning.
Glen graduated from the University of Akron in 2006 with a Bachelor of Science degree in Business Administration/Finance with a concentration in Financial Planning. He earned the ACCREDITED INVESTMENT FIDUCIARY™ designation in 2009 and his CERTIFIED FINANCIAL PLANNER™ designation in 2010.