Glen A. Thomas, MBA®, CFA® is a Senior Associate of Sterling Financial Planning, Inc. (SFPI), an Independent Registered Investment Advisor. He has been a Chartered Financial Analyst (CFA®) since 1999. Mr. Thomas is instrumental in developing the firm’s various portfolio models and analyzing the investment selections used within client portfolios. He works closely with the principals of the firm and their clients in assessing the relationship between clients’ asset composition and their stated investment goals. His recommendations are based on multiple research tools employed by the firm. Mr. Thomas also assists the organization in the area of “Employee Stock Option Planning”. Prior to joining Sterling Financial, Mr. Thomas was an Investment Specialist at Charles Schwab and Company, Inc.
Mr. Thomas is a member in good standing of the CFA® Institute. He is also a member of the New York Society of Securities Analysts.
Mr. Thomas is a graduate of Rutgers University’s Graduate School of Management, majoring in finance. He resides in New Jersey with his wife and two children.