Glenn Geist Email & Phone Number

As a Senior Vice President and Private Wealth Advisor, I take a comprehensive approach to serving all my clients, both families and large institutions. I work hard to see them through challenging times and to help them pursue their financial objectives. Clients sometimes come to me with a degree of skepticism about the financial services industry or anxiety about whether they can trust an advisor to look out for them. I aim to connect on a personal level to make sure clients know I’m always on their side. I focus on establishing collaborative and trusting personal relationships and helping clients fully understand their finances and investments. Prior to joining Capital Group in 2011, I was a Managing Director and Institutional Equity Salesperson at JMP Securities. Previously, I was a Senior Vice President and Head of Institutional Equity Sales at Jefferies and served in similar capacities at Lehman Brothers and Prescott Ball & Turben. I also helped establish an independent investment advisory firm. I earned a BBA from Cleveland State University. I am an active supporter of the Kids Golf Foundation and Blessings in a Backpack. I am based in our Chicago office and can be reached at glenn_geist@capgroup.com. You can learn more about me and read important disclosures at www.capitalgroup.com/pcs/contact-us/glenn-geist.html.

Listed skills include Services.