Glenn Royal

Glenn Royal

Glenn Royal, CFP®

Partner, Portfolio Manager

An investment professional since 1984, Glenn combines the unique experiences of a former institutional trader dealing in both equity and fixed-income securities. As the Head Trader, he worked directly with Wall Street traders from the firms of Goldman Sachs, Kidder Peabody, Lehman Brothers, Bear Stearns, DLJ, and many others, in the daily management of firm portfolios. Glenn also invested municipal bond portfolios as an outside money manager for Merrill Lynch Consults program.

Over the last 35 years, Glenn has applied his market knowledge in the construction of individual client portfolios designed with their personal financial goals in mind. Glenn holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. after completing coursework at Rice University in Houston, Texas.

Glenn is passionate about serving his country and community. He is a former Chairman of Economic Alliance Houston Port Region, a US Navy Veteran and served as the Mayor of Seabrook, Texas. He has served as past-president of Seabrook Rotary Club and past-president of Big Brothers Big Sisters Bay Area advisory board. A Houston native, he lives in Seabrook with his wife Diane, where they proudly share a love of traveling and community involvement.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.A.

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