Glen has been working closely with clients since joining Cornerstone Capital Advisors in May of 2006.  Prior to becoming a Trusted 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 information for the Investment Committee.

His areas of expertise include retirement, college, investment managment, insurance, estate and tax planning.

Glen graduated from the University of Akron in 2006 with a Bachelor of Science in Business Administration/Finance with a concentration in Financial Planning. He earned the CERTIFIED FINANCIAL PLANNERâ„¢ designation in 2010.