Strategy Lead,
Portfolio Manager

Strategy Lead, Portfolio Manager

people glenn fullGlenn joined the firm in August 2016 after seven years as Head of Equity Opportunities – Americas and Senior Portfolio Manager for the Abu Dhabi Investment Authority (ADIA). There, he managed the Emirate of Abu Dhabi’s direct equity investments into the United States and Latin America. Prior to that, he was based in Milan, Italy for seven years, managing U.S. equity mutual funds as Senior Portfolio Manager for Ras Asset Management, an Italian insurance company, and for Capitalia, an Italian banking group.

A graduate of the University of Illinois (BS-Finance) and Thunderbird School of Global Management (MBA-International Business), Glenn brings an invaluable international perspective to the firm’s investment committee.

We are a trusted investment advisor known for helping clients preserve their wealth and create peace of mind through active investment management, comprehensive and focused financial planning, and a tailored and coordinated service experience. We have served clients in Grand Rapids, West Michigan, and throughout the state and country since 1933.