Edward T. McGlasson

Edward T. McGlasson

Director

Mr. Edward McGlasson is focused on managing investment strategies and strategic financial planning for his clients.  Listening and learning how they envision reaching their goals is the foundation he stands on.  His passion is then tailoring advice and delivering an unmatched service. He is focused on establishing and deepening relationships with families who desire a multi-family office solution for themselves.

Mr. McGlasson began his career in finance in 2012 after spending four years competing worldwide as a member of the PGA Tour's affiliated developmental tours. In his prior role he was an Investment Adviser for J. Derek Lewis & Associates, a wealth management independent RIA where he focused on portfolio construction, investment selection and client service. Initially he started his career in finance managing clients for Green Street Advisors, a leading independent real estate research provider covering public and private markets. He is a level III candidate of the CFA Program (Chartered Financial Analyst). 

Mr. McGlasson received his Bachelor of Business Administration in Finance from the University of Colorado at Boulder.  During his senior year he earned All American Honors and was the CU Athlete of the Year as a Captain of the Men’s Golf Team. He resides in Pacific Palisades with his wife, Kate and daughters, Madeleine and Colette.

Phone: (310) 725-0210

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