Profile
Mr. Glen J.
Buco is Director of Consulting Services at West Financial Services, Inc. He specializes in providing investment management and financial planning services to clients.
His clients include executives of public and private companies, business owners, and retirees.
He is the co-founder of West Financial Services and has over 38 years of experience in investment management and personal financial planning.
He is currently a senior vice president of Sandy Spring Bank, serving on the bank’s investment committee and retirement plan investment committee.
Mr. Buco was previously employed as a Member by Certified Financial Planner Board of Standards, Inc., Vice President by Financial Planning Association, Adjunct Professor by Florida Institute of Technology, Inc., and a Member by National Association of Personal Financial Advisors.
Mr. Buco earned his bachelor’s in Political Science at West Virginia University and is a Certified Financial Planner professional.
He is a member of the Financial Planning Association, the National Association of Personal Financial Advisors and the Washington D.C.
Estate Planning Council.
Glen Joseph Buco active positions
| Companies | Position | Start |
|---|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Founder | 01/02/1982 |
Former positions of Glen Joseph Buco
| Companies | Position | End |
|---|---|---|
Florida Institute of Technology, Inc.
Florida Institute of Technology, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Corporate Officer/Principal | - |
National Association of Personal Financial Advisors
National Association of Personal Financial Advisors The National Association of Personal Financial Advisors (NAPFA) is a company based in Arlington Heights, IL and has subsidiaries in the United States. Geoffrey Brown has been the CEO of the company since 2013. | Corporate Officer/Principal | - |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Corporate Officer/Principal | - |
Training of Glen Joseph Buco
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
Florida Institute of Technology, Inc.
Florida Institute of Technology, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
West Virginia University
West Virginia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Commercial Services |
National Association of Personal Financial Advisors
National Association of Personal Financial Advisors The National Association of Personal Financial Advisors (NAPFA) is a company based in Arlington Heights, IL and has subsidiaries in the United States. Geoffrey Brown has been the CEO of the company since 2013. |
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