Joseph Glynn

Joseph Glynn is a seasoned finance professional with extensive experience in investment management and advisory services. Currently serving as the Managing Director at Cook M&A Advisory Services since 2021, Joseph focuses on strategic transactions tailored to the needs of private equity investors and business owners. Previously, Joseph held key roles including Regional Advice Officer at Wells Fargo Advisors, where tactics for managing financial consultants' books were developed, and Director of Income Solutions at Charles Schwab, overseeing income strategy development in the Midwest. Additional experience includes serving as Senior Portfolio Manager at Russell Investments, where Joseph launched a successful investment strategy raising over $1 billion in assets, and various positions at Rosenthal Collins Group, Merrill Lynch, and Goldman Sachs, where expertise in portfolio management and financial markets was honed. Joseph holds a BBA in Finance from the University of Iowa.