Glenn Geist

Glenn Geist Email and Phone Number

Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services @ Capital Group Private Client Services
los angeles, california, united states
Glenn Geist's Location
Naperville, Illinois, United States, United States
Glenn Geist's Contact Details
About Glenn Geist

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.

Glenn Geist's Current Company Details
Capital Group Private Client Services

Capital Group Private Client Services

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Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services
los angeles, california, united states
Website:
capitalgrouppcs.com
Employees:
151
Glenn Geist Work Experience Details
  • Capital Group Private Client Services
    Senior Vice President And Private Wealth Advisor
    Capital Group Private Client Services Jul 2011 - Present
    Greater Chicago Area
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  • Jmp Securities
    Managing Director
    Jmp Securities Mar 2003 - Jun 2011
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  • Jefferies & Company
    Senior Vice President And Head Of Institutional Sales
    Jefferies & Company Jun 1998 - Mar 2003
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  • Lehman Brothers
    Senior Vice President, Institutional Equity, Head Of Sales & Trading
    Lehman Brothers Dec 1993 - Jun 1998
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Glenn Geist Skills

Services

Glenn Geist Education Details

Frequently Asked Questions about Glenn Geist

What company does Glenn Geist work for?

Glenn Geist works for Capital Group Private Client Services

What is Glenn Geist's role at the current company?

Glenn Geist's current role is Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services.

What is Glenn Geist's email address?

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What is Glenn Geist's direct phone number?

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What schools did Glenn Geist attend?

Glenn Geist attended Cleveland State University, Bowling Green State University.

What are some of Glenn Geist's interests?

Glenn Geist has interest in Skiing, All Sports, Reading And Traveling, Running, Golf.

What skills is Glenn Geist known for?

Glenn Geist has skills like Services.

Who are Glenn Geist's colleagues?

Glenn Geist's colleagues are David Ferry, Anne Gifford Ewing, Paul Brownson, Cfa, Tracy Thompson, Nathan Wyse, Mary Dobbins, Jane Burkhard, Cfp®️.

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