Glen is originally from Switzerland and began his career in 1996 at Merrill Private Wealth Management in Geneva, Switzerland. His team provides wealth strategies and wealth management services to individuals, families, foundations and institutions with a focus on risk management and customized financial strategies.
He holds the following designations and certifications:
-CFA® Charterholder
-CFP® Professional
-FRM® (Financial Risk Manager)
-CPFA, Certified Plan Fiduciary Advisor
-CDFA®, Certified Divorce Financial Analyst® Professional
He is also a regular member of The Global Association of Risk Professionals and a current and active committee member for the Ethics & Advocacy Group within the Los Angeles Society of Financial Analysts.
Glen currently resides in Manhattan Beach with his wife and three children.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
