Lawrence Glickstein

Lawrence Glickstein is the co-founding partner of Coiro | Glickstein Wealth Management, with over 25 years of experience in the financial services industry. They currently serve as Senior Vice President of Wealth Management at UBS, having joined the firm in 2015 after 15 years at Morgan Stanley and a position at Legg Mason. Lawrence began their career in public accounting at Clarfeld and Co. LLP before transitioning into wealth management. They specialize in advising affluent individuals and families on portfolio management, estate planning, and cash flow strategies, collaborating closely with clients' CPAs and attorneys to achieve financial goals. Lawrence earned a Bachelor of Science in Accounting from Penn State University.