About Avista Wealth Management

Glenn Farkas – President/Portfolio Manager

Glenn has been delivering comprehensive financial advisory services and solutions to his clients since 2009, helping them plan ahead for their short-term needs and long-term financial goals.  He is committed to his client’s financial success and maintains an open line of communication to discuss their portfolios and any financial market news that may affect their accounts.  Glenn works with high-net worth individuals and families, providing portfolio management, insurance consulting and retirement planning services.  He is a dedicated financial coach, and his extensive experience as an investment professional and advisor enables his clients to make smart financial decisions throughout their lives.

Glenn has over twenty years of combined experience in sales, consulting, investments and wealth management. Prior to Avista, he has served as an investment advisor with Orion Capital Management (Winnetka, IL) and in Equity Research/Consulting roles with Credit Suisse (New York & Chicago) and HOLT Value Associates (Chicago). Glenn began his professional career with Shell Oil Company in Houston.  He received his masters of science in finance from DePaul University and a bachelor’s degree in finance and marketing from the University of Cincinnati.  At UC, Glenn was also a three-year letterman at quarterback for the Bearcats.  He holds the Series 7 and 66 securities licenses and is also licensed to sell insurance in IL, WI, OH and NC.