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Chris Glasgow

CFP*

Associate Director

  • Partner

Chris is an Associate Director in Pathstone’s Bellevue, WA office.  He serves as an advisor and primary point of contact to many of Pathstone’s high net worth clients and their families. With over 20 years of experience he works closely with members of the Bellevue and Seattle teams to deliver solutions for some of the firm’s most complex relationships, including wealth transfer strategies, investment management, and estate plan implementation.

Chris partners with clients’ professional advisors, such as attorneys and accountants, to develop customized financial planning strategies. Along with his Client Advisory responsibilities Chris coordinates with supervisors on training and continuing education efforts in the Bellevue and Seattle offices.

Before joining Pathstone, Chris served as an Associate Client Manager with Cornerstone Advisors, Inc., since 2004 where he collaborated with teammates to deliver personalized client service. Prior to that, he was with Merrill Lynch as a Registered Investment Associate.

Chris earned a Bachelor of Science degree in Political Science from the University of Oregon. He is a Certified Financial Planner ™ professional and passed the Financial Regulatory Authority (FINRA) Series 65 and 63 exams.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Group

Partner

Client Service Team

Investment Advisory

Certification

CFP*

Office

Bellevue, WA

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Chris is an Associate Director in Pathstone’s Bellevue, WA office.  He serves as an advisor and primary point of contact to many of Pathstone’s high net worth clients and their families. With over 20 years of experience he works closely with members of the Bellevue and Seattle teams to deliver solutions for some of the firm’s most complex relationships, including wealth transfer strategies, investment management, and estate plan implementation.

Chris partners with clients’ professional advisors, such as attorneys and accountants, to develop customized financial planning strategies. Along with his Client Advisory responsibilities Chris coordinates with supervisors on training and continuing education efforts in the Bellevue and Seattle offices.

Before joining Pathstone, Chris served as an Associate Client Manager with Cornerstone Advisors, Inc., since 2004 where he collaborated with teammates to deliver personalized client service. Prior to that, he was with Merrill Lynch as a Registered Investment Associate.

Chris earned a Bachelor of Science degree in Political Science from the University of Oregon. He is a Certified Financial Planner ™ professional and passed the Financial Regulatory Authority (FINRA) Series 65 and 63 exams.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.