Glen Thomas, MBA, CFA^®

I am a Principal at Sterling Financial Group, where my primary responsibilities encompass both client relationship management and company management. Throughout my career, I have been instrumental in developing the firm’s various portfolio models and analyzing the investment selections used within client portfolios. I work closely with our clients to affirm that their portfolio models align with their investment goals and time horizon. My recommendations are grounded in multiple research tools employed by the firm, and I also assist the organization in the area of “Employee Stock Option Planning.”

With over 38 years of experience in the financial services industry, I previously honed my expertise at Charles Schwab & Co. Inc. I hold an MBA in Finance from the Rutgers Graduate School of Management and have obtained the Chartered Financial Analyst® (CFA®) designation, which underscores my dedication to providing expert financial guidance.

I am motivated by the opportunity to help clients achieve and maintain financial security. I believe that the greatest value I can offer my clients is caring guidance based upon decades of experience. As a native of Essex Fells, New Jersey, I now reside in Sparta with my wife, where we enjoy a fulfilling life together.

Outside of work, I am an active member of the CFA® Institute, which allows me to stay connected with other professionals and continue learning in this ever-evolving field. In my free time, my life centers around my family. I enjoy fishing, working on hands-on projects, and spending quality time with friends, all of which bring balance and joy to my life.