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Joe Glasman CPA CFA CFP
Partner & Portfolio Manager at Gilpin Wealth Management
Joe Glasman is a Managing Partner and the Chief Investment Officer at Gilpin Wealth Management LLC. He has over 24 years of experience in investment management and accounting. Glasman focuses on building personal relationships with clients to create tailored financial plans that address their current needs and future goals.
Before co-founding Gilpin Wealth Management, he worked for 15 years at Peak Asset Management and held various roles at Wells Fargo, where he gained expertise in trust administration and investment management. He began his career as an accountant at Arthur Andersen, which provided him with a strong foundation in financial analysis.
Glasman holds a Bachelor of Arts in Economics from Boston College and an MBA with an emphasis in accounting from the University of Denver's Daniels School of Business. He is a Certified Financial Planner (CFP), a Chartered Financial Analyst (CFA), and a licensed Certified Public Accountant (CPA) in Colorado.
In addition to his professional pursuits, Glasman enjoys playing the piano, traveling, and spending time with his family, which includes his wife and four children.12
