Joe Glasman

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Profile

Mr. John J.
Glasman is a Managing Partner at Gilpin Wealth Management LLC.
He brings over 24 years of investment management and accounting experience to Gilpin Wealth Management.
Prior to the formation of Gilpin Wealth, he spent 15 years cultivating relationships as a partner and investment manager at Peak Asset Management in Louisville, CO.
Prior to Peak, he was an Investment Manager and Portfolio Manager for the Trust Department at Wells Fargo.
He earned his Bachelor of Arts (B.A.) degree in Economics from Boston College.
A few years later, he earned his Master's in Business Administration (M.B.A.) with an emphasis in accounting from the Daniels School of Business at the University of Denver.

Joe Glasman active positions

Companies	Position	Start

All active positions of Joe Glasman

Former positions of Joe Glasman

Companies	Position	End
Peak Asset Management LLC Peak Asset Management LLC Investment ManagersFinance Peak is generally a long-term oriented investment manager. The firm strategically constructs portfolios to enhance total return, reduce risk and minimize costs. Client’s portfolio is diversified across core asset classes through index-based funds reflecting their Investment Policy Statement objectives. The Investment Committee selects individual stocks for purchase through a rigorous screening process, including both quantitative and qualitative analysis.	Portfolio Manager-Equities	01/05/2021
Wells Fargo Bank West, NA (Denver, Colorado) Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	30/09/2006
ICON Advisers, Inc. ICON Advisers, Inc. Investment ManagersFinance ICON uses a disciplined, objective, non-emotional methodology to identify industries and sectors that their methodology suggests are underpriced relative to the firm's calculation of intrinsic value. The firm offers a range of portfolio solutions including tactical allocation portfolios and strategy. Their investment style imposes no limits or restrictions on the market capitalization of its investments.	Corporate Officer/Principal	-

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Private companies	5
ICON Advisers, Inc. ICON Advisers, Inc. Investment ManagersFinance ICON uses a disciplined, objective, non-emotional methodology to identify industries and sectors that their methodology suggests are underpriced relative to the firm's calculation of intrinsic value. The firm offers a range of portfolio solutions including tactical allocation portfolios and strategy. Their investment style imposes no limits or restrictions on the market capitalization of its investments.	Finance
Wells Fargo Bank West, NA (Denver, Colorado) Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Nationally chartered commercial bank	Finance
Boston College Boston College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Denver University of Denver Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Peak Asset Management LLC Peak Asset Management LLC Investment ManagersFinance Peak is generally a long-term oriented investment manager. The firm strategically constructs portfolios to enhance total return, reduce risk and minimize costs. Client’s portfolio is diversified across core asset classes through index-based funds reflecting their Investment Policy Statement objectives. The Investment Committee selects individual stocks for purchase through a rigorous screening process, including both quantitative and qualitative analysis.	Finance