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Meet the Team

As Managing Partner 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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Daniel joined Advanced Portfolio Strategies in 2018 and became a Partner in January 2023. He manages operational tasks such as onboarding new clients, portfolio research, completing trades and CRM development. He is deeply involved in... 

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Hiromi works as an 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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