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Meet the Team

As Managing Director of Advanced Portfolio Strategies, Glen is dedicated to thoroughly understanding the financial needs and business issues of every client and their family. With over 29 years of international business experience, he...

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With over 25 years in the investment banking and financial services, Daniel Bennett relies on his deep financial markets experience to work closely with privately held businesses, independent professionals, and international investors,...

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As Office Manager, Melissa plays a central role in the growth of the business, overseeing the development and efficiency of business operations, as well as providing superior service to clients. She understands the daily operational...

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Hiromi works closely with the Office Manager to ensure smooth business operations as well as assist in servicing the firm’s clientele. Her main duties include assisting with case design and case follow-up, as well as preparing...

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