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Glenn Regan leads Investment Management within the Research area of the Client Strategies Group. In this role, he is responsible for ensuring the firm’s portfolio management, asset allocation and investment strategy efforts are driven by the best interests of clients and support the firm’s vision of becoming the first choice of serious, long-term individual investors.
Glenn serves on the Edward Jones Investment Policy Committee, which utilizes the firm’s investment philosophy to develop advice and guidance that supports the efforts of branch teams to help clients meet their long-term goals. He also serves on the Edward Jones Advisory Investment Committee, which implements the recommendations and guidance of the Investment Policy Committee and provides oversight for Mutual Fund Research and Investment Advisory and approves decisions for the Edward Jones Research Models, Program List, and Affiliated Funds program.
Glenn joined Edward Jones as principal in January 2019, having more than 30 years of experience as an investment professional in the wealth management industry. Prior to joining Edward Jones, he was responsible for discretionary and model portfolio management, investment manager research and portfolio execution at UBS Financial Services. Prior to joining UBS, he was responsible for various investment functions at Morgan Stanley including discretionary portfolio management, manager research and asset allocation. Glenn began his career in the investment advisory business of EF Hutton, which through a series of mergers and acquisitions led him to Morgan Stanley.
Glenn graduated from Syracuse University with a bachelor’s degree in business administration with concentrations in finance and statistics. He is a CFA® charter-holder.
He serves on the investment committee of the Congressional Medal of Honor Foundation.