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Joe Glasman - CFA, CFP, CPA

Portfolio Manager

Joe joined Peak Asset Management, LLC, in October 2006 and became a partner in April 2007. Prior to joining Peak, Joe was a portfolio manager for Wells Fargo Private Client Services in Denver. Prior to Wells Fargo, Joe was a mutual fund portfolio manager with Meridian Investment Management which later became ICON Advisers. He has managed individual client portfolios for over 17 years.

Education

  • BA, Boston College – Economics
  • MBA, Daniels School of Business, University of Denver

Certifications & Achievements

  • Chartered Financial Analyst (CFA) designation in 1997 after completing three years of study and examinations
  • Certified Public Account (CPA), the state of Colorado, 2000
  • Certified Financial Planner (CFP), 2006

Interests & Philanthropy

  • Joe enjoys traveling, reading, playing the piano, golf, and tournament poker
  • Joe is a native of Colorado
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