$2.8 trillion
In invested assets globally
As of 06/30/2022
Concerns you may be having: The evolution of financial instruments and the increasing complexity of financial matters make investing today an extremely complex task and nothing less than a full-time commitment. Is your portfolio getting the care and oversight it requires?
Our disciplined approach to investing can help provide you with the necessary structure and can make clear what you own - and why. You may also be eligible for participation in our successful Portfolio Management Program. This potentially could improve returns of your portfolio while at the same time freeing up your time to do the things you enjoy most, like spending time with your family and really enjoying those retirements years.
Senior Vice President–Wealth Management
Financial Advisor
Glenn is the primary portfolio manager on the team. He is responsible for security and mutual fund selection and personally manages a large cap growth portfolio on a discretionary basis. In 1985 Glenn joined the Glens Falls office of EF Hutton. In 1990 he helped establish the local PaineWebber office (now UBS) and served as its Branch Manager until 2002. He has successfully completed many portfolio manager training programs including the Certified Investment Management Analyst designation at Wharton in 1994.
Glenn has also authored two award-winning Adirondack history books and an Adirondack novel, and in 2000, with his wife Carol, established and funded a private foundation dedicated to improving the quality of life for year-round residents in the Adirondack Park.
He and his wife split their time between their home near the base of Crane Mountain in Johnsburg and their home in Santa Fe New Mexico.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager