Glen is responsible for maintaining and developing relationships with our existing advisers and new recruits. As Executive and Key Account Manager of Fortnum Private Wealth, Glen is part of the leadership team and also assists with key strategic and growth initiatives.
Glen has over 25 years of experience establishing, developing and managing private wealth services firms and worked closely with independent financial advisers at all stages of their development. He was previously the founder and CEO of Berkley Group and Centric Wealth. Under Glen’s tenure Centric grew to over 400 staff and advised/managed/administered assets in excess of $12 billion. Which included the developed and management of complementary client offerings covering; administration service; funds and PE management; portfolio service; insurances; lending; MDA service and accounting. Prior to that Glen advised on over $2 billion of direct investments portfolios for Godfrey Pembroke. Glen has worked in business consulting and has an extensive range of high level relationships with Government, industry and major public/private enterprises.
Outside of work Glen enjoys family, technology, hockey and other sports.