Meet the team

Joe Glick

Executive Vice President, Chief Operating Officer & Chief Financial Officer

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About Joe

As COO, I am responsible for setting the firm’s operational strategy and delivering a coherent day-to-day operating model. I partner with the CEO and senior leadership team to ensure our services are delivered into the market at scale and with efficiency. I will work closely with our advisor and client services teams to better understand and respond to the evolving needs of our clients and ensure a consistent, high-quality experience.

Leveraging nearly 14 years in global strategy, governance and transformation for a leading investment bank and a further 9 years as a management consultant, I have a passion for problem solving, from design through delivery. My goal is to support the firm’s continued expansion while maintaining a stable operating model that enables continued focus on its clients.

Accreditation & Education

Bachelor of Science in Economics from Case Western Reserve University
MIT Sloan School of Management, Executive Educations, Technology, Strategy & Management
London Business School, Executive Education, Organizational Leadership

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  • Makes his home in Avon, OH with his wife and son
  • Enjoys long distance running, travel, and civic engagement

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Joe Glick,

Executive Vice President, Chief Operating Officer & Chief Financial Officer