ABOUT

PHILOSOPHY

 

Ethical implementation of trust and oversight of the investments maximize the returns while minimizing the risk. Chris Glaeser ensures that all of the assets are serving the trust with a duty of confidentiality, loyalty and impartiality. Chris is held to a fiduciary standard of conduct requiring prudent investments that are in the best interest of the trust and beneficiaries.

BACKGROUND

 

Chris holds a Certificate of Fiduciary Management from California State University, Fullerton, a Certified Daily Money Manager Certificate from the American Association of Daily Money Managers and is a National Certified Guardian through the Center for Guardianship Certification. He understands the needs and requirements of family trust management. Attention to detail is required to manage complex, multi account trust. His experience working with high net worth trusts has allowed him to use the knowledge across the board with all levels of trust. Professional Fiduciary Association of California, Associate Member.

BRINGING CORPORATE BUSINESS EXPERIENCE TO TRUST MANAGEMENT

 

Chris utilizes his Master in Business Administration education and his corporate expertise in international business development to manage trust. He has handled complex international mergers and acquisitions in Europe, Asia and South America. Additionally, his experience as a business consultant, working with business owners across the United States, allows him to oversee the companies owned by trust.

FOUNDATION AS A PART OF TRUST MANAGEMENT

 

Chris is active in his community through his leadership as President of the Kiwanis Club of South Pasadena and as Lt. Governor of Division 10. He provides expertise to the Reef Check Foundation as a board member and treasurer.

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