About Avista Wealth Management
Glenn Farkas – President/Portfolio Manager
Mr. Farkas has over twenty years of combined experience in sales, consulting, investments and wealth management. For the past ten years at Avista, Glenn has been delivering comprehensive financial advisory services and solutions to his clients, 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 qualified individuals and business owners, providing portfolio & risk management, insurance services and retirement planning, as well as the creation and management of corporate savings plans. 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.
Prior to Avista, Mr. Farkas served as an investment advisor with Orion Capital Management in Winnetka, IL. He also served as a Vice President in the Institutional Equity Department for Credit Suisse in both New York and Chicago, providing portfolio consulting services to mutual, hedge and pension funds. Mr. Farkas also worked for three years at HOLT Value Associates in Chicago, a global equity research and consulting firm. He joined HOLT Value Associates after a 1-year term at Deloitte/HOLT, a management consulting joint venture with Deloitte & Touche. Mr. Farkas 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.
Glenn and his wife, Pauline, have two children and reside in Glenview. He is an avid tennis player and enjoys spending free time at home with his family and watching his children’s high school sports and activities.
Philip Schutte – Investment Advisor Representative
Mr. Schutte has over 10 years of experience in the financial services industry. Philip has served as an investment consultant at TD Ameritrade and also as an investment advisor representative at Orion Capital Management. Philip holds a Series 66 license and received his undergraduate degree from the University of Kansas and his Masters from the University of Illinois.