Glenn Geist is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Glenn works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization in 2011, he spent nearly 8 years with JMP Securities as a managing director and institutional equity salesperson. He previously 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. He also helped establish an independent investment advisory firm.
Glenn earned a BA in Marketing from Cleveland State University. He is a director of the Evans Scholars and supports the Kids Golf Foundation.