Grace Glockner

Junior Equity Analyst at Scharf Investments, LLC

Grace Glockner (Menk), CFA, is a finance professional with extensive experience in equity research and analysis. Currently serving as a Junior Equity Analyst at Scharf Investments, LLC since September 2022, Grace previously held the position of Senior Equity Research Associate at Jefferies, focusing on the Beauty & Personal Care sector from April 2021 to September 2022. Prior to that, Grace worked as an Equity Research Associate at Morgan Stanley, specializing in Technology, Media, and Telecommunications (TMT), and as an Equity Research Analyst at U.S. Trust, where responsibilities included making investment recommendations and providing in-depth research across luxury and media sectors. Grace's early career includes roles at Bank of America, Wells Fargo, and Vermilion Technical Research, complemented by a strong educational background with a BBA in Finance from the University of Minnesota Duluth, a diploma in French Language Studies from Université Stendhal Grenoble 3, and a certificate in International Business from Grenoble Ecole de Management.

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