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. Since the creation of Avista in 2009, 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 college-aged children and reside in Glenview, IL.