Fahe competitors

Gordon B. Fowler, Jr. is President and Chief Executive Officer of Glenmede and a Director of The Glenmede Trust Company, N.A. An independent and privately owned investment and wealth management firm with more than $40 billion of assets under management, Glenmede serves individuals, families, endowments, foundations and institutional investors. Mr. Fowler joined Glenmede as Chief Investment Officer, following a career with J.P. Morgan where he served in several management positions, including as Global Head of Investment Management for the Private Bank and as Head of Quantitative Equity Management for Institutional Asset Management. Over the course of his career, Mr. Fowler has been responsible for the development of numerous equity and asset allocation strategies and has authored and co-authored several pioneering articles on private client and institutional investing. Mr. Fowler received a Bachelor of Arts degree from Brown University and a Master of Science degree from New York University Graduate School of Business. He has served on the board of numerous national and community organizations including the Curtis Institute of Music, the Princeton Theological Seminary, the Church Pension Fund, Philadelphia Futures, the Clergy Assurance Fund and St. James School. Additionally, Mr. Fowler received the Ken Heath Award, which recognizes executives who have championed the advancement of women in finance.

Greg Burton is a Chief of Staff to CEO at Advisors Excel and is based in Topeka, Kansas. He has worked as Business Planning Intern at WALT DISNEY CO; Group Manager, Business Solutions Product Marketing at SPRINT CORP; and Manager, Marketing at SPRINT CORP. Greg studied at Purdue University between 1988 and 1993 and Washington University in St. Louis Olin Business School between 1997 and 1999.

Shirl is the founder of Dynasty Financial Partners and serves as President and CEO. He is formerly Director of Business Development for Global Wealth Advisory Services at Citi Smith Barney and previously served as Head of Executive Financial Services and Director of Private Wealth Management at Smith Barney. During his tenure at Citi Smith Barney’s High Net Worth Group, which catered to the firm’s clients with $50 million or more investable assets, the group was named High Net Worth Platform of the year for 2002, 2003, 2005, and 2006 by Private Asset Management, the private client research arm of Institutional Investor. Shirl is a graduate of Bates College and serves as President of the Clarence E. Townsend Foundation, which supports various individuals and groups in need in his home state of Maine.

Jane Allen is a Board of Business Advisors at Gridiron Capital LLC, Co-Founder /Business Owner at Hanner Clarke, and Chief Executive Officer at Nashville Entrepreneur Center and is based in Nashville Tn/, Athens-Clarke County, Georgia. She attended University of Kentucky College of Law.