Jeremy Glenn

Experience

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  Windhaven Investment Management

  Jan 2010 - Nov 2014

  • Crafted marketing collateral to address opportunities and to meet client needs. Collateral included trade and macro commentary, presentations, fact sheets, digital assets, articles and videos outlining Windhaven’s GAA strategies and views on the capital markets.• Collaborated with Schwab’s PR team to raise the profile of the firm. Drafted and edited content displayed in a variety of periodicals including Barron’s, the Wall Street Journal and Schwab’s OnInvesting magazine. Prepared Windhaven’s senior leadership for appearances on CNBC and Bloomberg TV.• Worked with Schwab’s Management Information Systems team to develop systems capable of tracking and attributing asset flows to business sectors, geographic regions and individual Financial Consultants.• Served as a Windhaven Subject Matter Expert, articulating the firm’s GAA strategies throughout Charles Schwab.• Supported the Windhaven’s growth from $4.2B at the time of the acquisition to over $19B at the time of my departure. Show less • Developed and maintained marketing collateral for prospects, clients and Schwab Financial Consultants.• Evaluated new business statistics to document asset growth and assess the effectiveness of the sales staff and marketing strategies. Provided frequent updates to Schwab’s senior leadership.• Collaborated with the Research and Modeling and Client Experience teams to translate global macroeconomic themes and portfolio management concepts into language that could be understood by a broad audience.• Analyzed marketing language and initiatives from a compliance perspective, reducing compliance/Series 24 review time. Show less

  • Manager, Marketing and Client Communication

    Feb 2014 - Nov 2014

  • Senior Specialist, Marketing and Client Communication

    Feb 2012 - Feb 2014

  • Associate, Marketing and Investment Advisory

    Jan 2010 - Feb 2012
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  Charles Schwab

  Nov 2014 - Dec 2014

  Manager, Managed Investing Client Experience

  • Supported the launch of Schwab’s updated asset allocation models, utilized by consultants and advisors nationwide.• Responsibilities included developing training and job aids for Schwab advisors and marketing material for clients and working with Schwab’s developers to ensure internal and client-facing systems supported the new models.

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  Wellesley Investment Partners, LLC

  Jan 2015 - Oct 2020

  • Oversee the day-to-day operations of Wellesley Investment Partners, a boutique firm focused on Global Asset Allocation (GAA) investment strategies. Responsibilities include developing general business, marketing and sales strategies, overseeing the firm’s trading initiatives and performance reporting, supervising client service, establishing and maintaining relationships with custodians and vendors and managing the firm’s compliance program.• Facilitated the operational growth of the firm from fewer than 150 accounts and an AUM of approximately $110M to more than 600 accounts and an AUM of over $400M with a focus on scalability and consistency. Show less

  • Chief Operating Officer and Chief Compliance Officer

    Jan 2016 - Oct 2020

  • Director of Operations

    Jan 2015 - Dec 2015
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  Cambridge Trust Company

  Nov 2020 - Jan 2022

  Vice President Business Strategy
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  Boston Financial Management, LLC

  Jan 2022 - Jan 2025

  Managing Director
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  CAPTRUST

  Dec 2024 - now

  Senior Vice President, Financial Advisor