Share this article! Portland-based investment firm Arnerich Massena announced today the hire of Glen Goland, JD, CFP, as senior wealth strategist. Mr. Goland will provide advice in financial planning and specialty areas, serving as technical expert and resource on matters of estate, wealth transfer, tax, and financial planning. He will work closely with Arnerich Massena’s … Read more
Portland-based investment firm Arnerich Massena announced today the hire of Glen Goland, JD, CFP, as senior wealth strategist. Mr. Goland will provide advice in financial planning and specialty areas, serving as technical expert and resource on matters of estate, wealth transfer, tax, and financial planning. He will work closely with Arnerich Massena’s wealth management advisory team to provide comprehensive wealth planning services to clients.
Glen Goland has more than 15 years of experience in the financial industry. Prior to joining Arnerich Massena, he served as wealth advisor for Confluence Wealth Management, counseling families and small businesses on all aspects of investment and financial planning matters as a registered investment advisor. Previously, he also served as associate attorney for Samuels Yoelin Kantor, LLP, practicing estate planning law, and as law clerk for Squillace & Associates, PC. Mr. Goland earned his J.D. from Suffolk University Law School, cum laude. He is a Certified Financial Planner and was previously licensed to practice law in the states of Oregon and Massachusetts. He is a former FINRA Series 6, 7, and 66 license holder, and former life, accident, and health insurance license holder.
Dave Nute, CEO, is pleased to welcome Glen Goland to the team. “We’re thrilled that Glen is joining us. As we build out our wealth planning services to provide a comprehensive service package to our clients, Glen will be a valuable member of that team. His knowledge and expertise of estate and tax planning brings our service capabilities to the next level.” Nute continues, “We are very excited to be the single point of contact for our clients’ complete financial needs, spanning from investment advice to estate planning to donor assistance services. Hiring Glen Goland illustrates our commitment to creating a new model of wealth planning services that will better meet our clients’ needs.”
Mr. Goland is pleased to be joining Arnerich Massena: “I have known Arnerich Massena by reputation, and the firm is highly respected for its depth of investment research and for having excellent client service. I’m looking forward to being part of this extraordinary team; I think the experience I bring to the table is a perfect fit for Arnerich Massena clients.”
This announcement reflects Arnerich Massena’s commitment to the continued growth and expansion of the firm’s wealth management team and services, bringing a heightened level of benefits to clients.
About Arnerich Massena: Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing private clients, endowments, foundations, charitable organizations, trusts and estates, and corporate pension and profit sharing plans. The firm provides traditional portfolio management and investing for clients, and is also widely known for successfully investing in high-impact areas like water resources, sustainable agriculture, fishing, healthcare, and clean energy technology. Arnerich Massena strives to be a business that exemplifies both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy. More information is available at www.arnerichmassena.com.