Morgan Glaser

Morgan Glaser, CIMA, has a diverse work experience in the financial services industry. They began their career at Lord Abbett as an Internal Wholesaler, where they sold various investment products to financial advisors nationwide. In 2006, they joined BNY Mellon Investment Management as a Senior Investment Specialist, Vice President. In this role, they worked closely with the Strategic Accounts team to secure product placements and platform availability. They demonstrated a strong understanding of the product evaluation process across different investment vehicles. Since 2017, they have been with New York Life Investments, initially serving as the Director of the Research Platform Group and later transitioning to Director, Global Relationship Management. Currently, they hold the position of Director of International Business Planning and Coordination at New York Life Investments.

Morgan Glaser, CIMA, obtained an MBA from Fordham Gabelli School of Business from 2003 to 2006, with a focus on Finance, Marketing, and International Business. Prior to that, Morgan Glaser completed a BA in Communications and Commerce from the University of Pennsylvania between 1997 and 2001.

In addition to their education, Morgan Glaser holds certifications such as Certified Investment Management Analyst (CIMA) from the Investment Management Consultants Association (IMCA), and Series 24, 7, 66, and 3 certifications from FINRA.