Glen joined Evans and Partners in 2017 and is an Investment Adviser within the Private Wealth Management team.
In his role, Glen focuses on managing portfolios on behalf of individuals, families and not-for-profit organisations. To do this, he helps clients to determine their objectives and then sets appropriate investment strategies through asset allocation, portfolio construction and portfolio management.
Prior to transitioning to Evans and Partners, Glen worked within the broader Evans Dixon Group as a Wealth Analyst at Dixon Advisory.
He holds a Bachelor of Commerce (Finance) from Swinburne University, as well as a Diploma of Financial Planning and a certificate in Core 1 Securities & Managed Investments.