As Managing Director, Portfolio Management, Glen specializes in managing equity portfolios. He utilizes long-term investment strategies that focus on bottom up analysis and a ‘growth at a reasonable price’ approach. Glen has over 30 years of experience in the finance industry. Prior to joining NewEdge Wealth, Glen was a Managing Director and Senior Portfolio Manager at UBS Financial Services, Inc. and a Senior Managing Director at Bear Stearns & Company Inc. Glen graduated from the University of Wisconsin-Madison with a B.S. in Political Science. He holds his Series 7 and 63 securities licenses and has been recognized in Barron’s, the Financial Times, and Forbes for his accomplishment