As Managing Director, Jeremy Glenn focuses on portfolio management and building long-term relationships with individuals and families. Jeremy also leads the firm’s marketing and distribution efforts.

Jeremy’s experience includes Vice President, Business Strategy with Cambridge Trust Company, and Chief Operating Officer/Chief Compliance Officer at Wellesley Investment Partners. In 2010, Jeremy joined Windward Investment Management, which was acquired by The Charles Schwab Corporation and underwent a name change to Windhaven Investment Management. Jeremy held several roles at Windhaven, as well as at Charles Schwab.

Jeremy earned a Master of Business Administration from Cornell University’s Johnson Graduate School of Management and a Bachelor of Science in Marketing Communication from Emerson College.

Charitable & Community Involvement

Springwell – Money Management Program Advisory Board Member

Personal Interests

In his free time, Jeremy enjoys tennis, reading and exploring his Fenway neighborhood.