Adam Glaser joined Savage and Associates in 2003. His area of expertise is investment advisory for individuals and corporations. Adam emphasizes a scientific and academic researched approach to portfolio management through Efficient Frontier Allocation and the utilization of Monte Carlo simulations for retirement income planning.
Experience & Education
Adam graduated from the University of Toledo in 2003, with a BS in Finance. He went on to earn his Series 7 and Series 66 securities registrations and Life and Health license. Adam recently completed a Masters of Economics also from the University of Toledo.
Adam resides in Toledo, Ohio with his wife, Kristina, and two sons, Evan and William. Adam is the captain of the Savage and Associates Dragon Boat team, which participates in the annual Partners for Education charity event. In his free time Adam enjoys playing squash, supporting The University of Toledo Rockets, and traveling with his family.
Registrations and Designations
Securities Registered in AZ, GA, MA, MI, NJ, OH
Securities Registration Series 7 and 66
AIF® Accredited Investment Fiduciary
Life and Health License