O U R  A D V I S O R S

Glen Katz

CMT®

Managing Director-Investments

Fundamental Choice Portfolio Manager

“Trust the process.”
- Anonymous

About Glen

As a Chartered Market Technician® (CMT) and Vice President with Pathlight Advisors Glen specializes in helping his clients with investment and risk management. As a practitioner of CMT® market analysis he is uniquely qualified to help his clients navigate through times of market volatility. Charting and technical analysis have always been a passion of Glen’s.

He began his career at the Chicago Mercantile Exchange charting the futures market. He used that knowledge to become a retail futures broker and spent seventeen years as a financial advisor with Morgan Stanley before moving his practice to Wells Fargo Advisors Financial Network. He currently co-chairs the local chapter of the Chartered Market Technicians Association. Because of his technical background Glen has been quoted in the Wall Street Journal and Futures magazine. Throughout his years in financial services his commitment to empowering his clients in times of uncertainty has only grown deeper.

Glen grew up in Skokie, Illinois and attended Northern Illinois University where he earned a bachelor’s degree in psychology. Though originally from the mid-west Glen has been a Phoenician for over forty years. When he is not serving his clients, Glen enjoys attending art and theater events, wine tasting, hiking, and traveling.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Pathlight Advisors is a separate entity from WFAFN.