Edward T. McGlasson

Edward T. McGlasson

Director

Mr. Edward McGlasson is focused on advising clients and establishing relationships with families, foundations, entrepreneurs and athletes. His passion is establishing long-term relationships and demonstrating excellence in his competencies.

Mr. McGlasson began his career in finance in 2012 after spending four years competing worldwide as a member of the PGA Tour in Canada which included annual participation in the PGA Tours Q-School and its developmental tours. Recently 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.  He is pursuing the Certified Financial Planner (CFP) certification and is a Level III candidate to become a Chartered Financial Analyst of the CFA Institute.

Mr. McGlasson received his Bachelor of Business Administration in Finance from the University of Colorado at Boulder. He resides in Santa Monica with his wife Katherine and daughters, Madeleine and Colette.

Phone: (310) 725-0210

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