People

Amy Yurkewitch is thrilled to join the Glassman Wealth team as Director of First Impressions and Office Administrator and excited to share in Glassman’s vision for enriching the lives of…

Mia Jackson’s charisma and generous personality leave a lasting impression on our clients and her Glassman Wealth team members. She is an enthusiastic team player, and continuously looking for ways…

Elisheva’s diverse background in financial planning, international education, and legal services all share one common thread: her passion for helping others. Her ability to connect with clients and understand their…

Elena has a diverse international background, having worked for some of the top companies in the hospitality industry in the US as well as overseas. Her areas of expertise include…

One of the things that Zach has enjoyed most in his more than 10 years in the financial services industry is simplifying difficult concepts and tasks. The ability to take…

Sean Preston, CFA, works with Barry Glassman and the GWS Investment Policy Committee to provide research and due diligence for our investment strategies. As an inquisitive researcher and incisive financial…

Although Patrick has a diverse background, he discovered financial planning as the perfect meeting point for his passions: serving others, finding creative solutions to complex problems, teamwork, teaching, and personal…

Although it was his interest in finance that led him to this industry, David’s desire to work directly with people, not just numbers on a screen, led him to pursue…

Trey has a passion for learning new things and striving to become a better person each day. He believes if you can improve one small thing each day, over time…

Colin equates success with helping others make good decisions. This ‘win-win’ philosophy is evident in how he approaches his goal of serving the clients of Glassman Wealth Services. In his…