Designations & Licenses
Ph.D., CPA, PFS
Glenn Freed
Managing DirectorDr. Freed is a highly trained accounting and finance professional with extensive investment management experience in the financial services industry. He has over 30 combined years of work experience in asset management, wealth management, tax advising, tax and accounting research, and education.
Dr. Freed started his professional career in public accounting and is currently on the California Society of CPA’s Board of Directors. The last 25 years he has served in senior roles including as Chief Investment Officer and Chief Investment Strategist at both investment companies and wealth management firms. Dr. Freed delivered customized quantitative investment solutions to both financial advisors and institutional clients.
Before joining the finance industry, Dr. Freed was Associate Dean of the Leventhal School of Accounting and Academic Director of the Master of Business Taxation Program at the University of Southern California. He has published many papers and articles and has spoken at numerous financial advisory conferences and symposia.
Dr. Freed received a BS in Accounting from the University of Florida and a PhD from the Graduate School of Business at the University of Southern California. He is a Certified Public Accountant licensed in the State of Florida and holds the AICPA Personal Financial Specialist.