Glen A. Mead , CIMA
Senior Portfolio Manager, Senior Wealth Advisor
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EDUCATION
University of Pennsylvania- The Wharton School
Certified Investment Management Analyst®
The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States. Those who earn the certification must agree to meet ongoing continuing education requirements, and adhere to Investments & Wealth Institute Code of Professional Responsibility.
CERTIFICATIONS & DESIGNATIONS
CERTIFIED FINANCIAL PLANNER® - FP Canada
Fellow of CSI (FSCI®) – Canadian Securities Institute
Chartered Investment Manager (CIM®) - Canadian Securities Institute