Glenn M. Guard, CFA® Relationship Manager West Financial Services

Glenn M. Guard, CFA

Relationship Manager
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Glenn joined West Financial Services in February 2021 as a relationship manager. Over his 24 year career, Glenn has served high-net-worth and ultra-high-net worth families, pension funds, foundations, endowments, business owners, mutual funds, and hedge funds. In addition to helping families achieve their financial goals, Glenn assists businesses and nonprofit institutions with comprehensive investment management, fiduciary, and retirement plan services.

Glenn began his career on Wall Street, where he worked his way up to become a vice president and senior stock analyst. He has also served as a portfolio manager for large institutional investors, and as an owner/partner and chief investment officer of a private investment management firm. Glenn has appeared on CNBC and Bloomberg and has been quoted in publications including the Wall Street Journal, Barron’s, Kiplinger’s, The New York Times, The Washington Post, The LA Times, MarketWatch and TheStreet.com

A CFA Charterholder, Glenn holds an MBA from Johns Hopkins University and a Bachelor of Science degree in Business Administration from American University. He is a member of the Washington, D.C., CFA Society and previously served on the investment committee for the Lake Taylor Transitional Care Hospital Foundation.

Glenn lives in Alexandria, Virginia, and enjoys spending time with his wife and three children, traveling internationally, trying new foods, exercising so he can keep trying new foods, and anything outdoors.