O U R A D V I S O R S
Glen Katz CMT®
Vice President
Sr. Financial Advisor
“Trust the process.”— Anonymous
Meet Glen
I’m a Vice President at Pathlight Advisors and a Chartered Market Technician® (CMT), bringing over four decades of experience in technical analysis to the world of investment and risk management. I specialize in helping clients make informed financial decisions with clarity and confidence by interpreting market trends and identifying opportunities through a disciplined, chart-based approach—especially during periods of market volatility.
My career began as a programmer analyst for American Express, where I gained a strong foundation in data and systems thinking. I later started in financial markets at the Chicago Mercantile Exchange, where I developed my passion for charting the futures market. Since then, I’ve worked as a financial advisor at major institutions including Morgan Stanley and Wells Fargo, ultimately shaping a practice rooted in technical insight and long-term client relationships. Today, I co-chair the local chapter of the Chartered Market Technicians Association, and my work has been featured in publications like The Wall Street Journal and Futures magazine.
Originally, form Skokie, Illinois, I earned my bachelor’s degree in psychology from Northern Illinois University. Though originally from the Midwest, I’ve now called Phoenix home for over 40 years. Outside of work, I enjoy wine tasting, hiking, traveling, and attending local art and theater events.