David Glen CFP®, CFA is a seasoned wealth advisor and partner at Corient, with a robust career spanning over four decades in the financial services industry. Currently serving in this role since October 2022, David has previously held significant positions as Vice President and Wealth Advisor at CI Eaton Private Wealth and Eaton Vance Investment Counsel, focusing on portfolio management for high net worth individuals and institutional clients. David's extensive experience includes senior portfolio management at Boston Private Bank and Trust Company and managing institutional and mutual fund portfolios at Scudder Investments. The professional journey began as a credit analyst at Comerica. David holds a BBA in Finance from the University of Michigan and an MBA in Finance from Indiana University Bloomington.
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