Glenn Steven Freed
Directeur de la Recherche - Actions chez Innealta Capital LLC
Profil
Glenn Steven Freed is currently the Director of Investments & Portfolio Manager at Innealta Capital LLC and a Strategist at Fortress Wealth Management, Inc. He previously worked as a Director at the University of Southern California, Vice President at Dimensional Fund Advisors LP, Chief Executive & Investment Officer at Vericimetry Advisors LLC, and Chief Investment Officer at Lourd Capital LLC.
Additionally, he was the Chief Investment Strategist & Portfolio Manager at Syntax Advisors LLC from 2019 to 2023.
Dr. Freed holds a doctorate from the University of Southern California and an undergraduate degree from the University of Florida.
Postes actifs de Glenn Steven Freed
| Sociétés | Poste | Début |
|---|---|---|
Innealta Capital LLC
 Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Directeur de la Recherche - Actions | - |
Fortress Wealth Management, Inc.
 Fortress Wealth Management, Inc. Investment ManagersFinance Fortress Wealth Management, Inc. (Fortress) is a fee-based investment consulting and management firm headquartered in Culver City, California. It was founded by Thomas Nimmo and Kenneth Lechter in 1993 as Fortress Retirement, Inc. Arlie Green joined Fortress in 2001 and took over full ownership of the firm after Mr. Nimmo’s passing in 2012. Fortress provides financial planning and investment management services to institutional and individual clients. | Stratège de marché | 01/01/2019 |
Anciens postes connus de Glenn Steven Freed
| Sociétés | Poste | Fin |
|---|---|---|
Syntax Advisors LLC
 Syntax Advisors LLC Investment ManagersFinance Syntax Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Rory B. Riggs in 2009 and is a subsidiary of Syntax LLC. Syntax Advisors provides advisory services to Exchange Traded Funds (ETFs), a private investment fund and limited number of Separately Managed Accounts. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
Lourd Capital LLC
 Lourd Capital LLC Investment ManagersFinance Lourd Capital LLC (dba LourdMurray) is a wealth management firm headquartered in Beverly Hills, California. The firm is a subsidiary of HighTower Advisors LLC, ultimately held by Hightower Holding LLC. The firm was founded in 2006 by Barry Lourd. LourdMurray provides fee-only investment advice to various categories of institutional and individual clients. | Directeur en chef des Investissements | 01/12/2018 |
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Corporate Officer/Principal | 01/01/2010 |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | - |
Vericimetry Advisors LLC
 Vericimetry Advisors LLC Investment ManagersFinance Vericimetry Advisors LLC (Vericimetry) is an independent, SEC-registered investment advisor headquartered in Goleta, California. The firm was founded in 2010 and is closely held and principally owned by its members and management. Vericimetry offers investment management services primarily to clients of independent financial advisors. They serve as an investment adviser to the Vericimetry Funds, an open-end investment company. Fund investors generally include the individual clients of independent financial advisors and institutional investors. | Directeur Général | - |
Formation de Glenn Steven Freed
| University of Southern California | Doctorate Degree |
| University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
Vericimetry Advisors LLC
Vericimetry Advisors LLC Investment ManagersFinance Vericimetry Advisors LLC (Vericimetry) is an independent, SEC-registered investment advisor headquartered in Goleta, California. The firm was founded in 2010 and is closely held and principally owned by its members and management. Vericimetry offers investment management services primarily to clients of independent financial advisors. They serve as an investment adviser to the Vericimetry Funds, an open-end investment company. Fund investors generally include the individual clients of independent financial advisors and institutional investors. | Finance |
Lourd Capital LLC
Lourd Capital LLC Investment ManagersFinance Lourd Capital LLC (dba LourdMurray) is a wealth management firm headquartered in Beverly Hills, California. The firm is a subsidiary of HighTower Advisors LLC, ultimately held by Hightower Holding LLC. The firm was founded in 2006 by Barry Lourd. LourdMurray provides fee-only investment advice to various categories of institutional and individual clients. | Finance |
Fortress Wealth Management, Inc.
Fortress Wealth Management, Inc. Investment ManagersFinance Fortress Wealth Management, Inc. (Fortress) is a fee-based investment consulting and management firm headquartered in Culver City, California. It was founded by Thomas Nimmo and Kenneth Lechter in 1993 as Fortress Retirement, Inc. Arlie Green joined Fortress in 2001 and took over full ownership of the firm after Mr. Nimmo’s passing in 2012. Fortress provides financial planning and investment management services to institutional and individual clients. | Finance |
Innealta Capital LLC
Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Finance |
Syntax Advisors LLC
Syntax Advisors LLC Investment ManagersFinance Syntax Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Rory B. Riggs in 2009 and is a subsidiary of Syntax LLC. Syntax Advisors provides advisory services to Exchange Traded Funds (ETFs), a private investment fund and limited number of Separately Managed Accounts. | Finance |
