Member Spotlights
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
Meet Your Peers in the Investment & Wealth Institute
Glen Titan, CIMA®
Senior Vice President–Wealth Management, Financial Advisor
UBS Financial Services, Inc
What inspired you to join the Investments and Wealth Institute initially?
It was and continues to be a prime place for a lifetime of professional development about our industry's best practices and sophisticated financial strategies.
How has the Institute shaped your career over the years?
My decades with the Institute have had a major impact on my professional life. My CIMA® [Certified Investment Management Analyst®] designation gives me the tools I need to deliver exceptional value to clients and demonstrates my commitment to our industry. With what I learned at the Institute’s annual conferences and peer meetings, my team has been able to create a process-driven business built on efficiency, compliance, and client success—something we're very proud of.
Can you share one of your favorite memories from an Institute event or program?
My favorite memory must be that one full week of total immersion at the Wharton School of Business. I can still remember my nerves as I was handed the CIMA® exam after six months of prep work and a full week of classes with amazing teachers.
Looking ahead, what do you hope the Institute will achieve in the coming years?
My hope is that the Institute continues to be the best place to learn and practice our craft, provide high-quality education, and hold our industry to the highest professional and ethical standards.
What is the best vacation you've ever taken?
My best vacation is a toss-up between celebrating our 30th wedding anniversary with my bride in Bali and our annual visit to Jazz Fest in New Orleans. Both magical journeys.
What do you like to do for fun?
Fun? That is easy—spending time with my incredible family is always the most fun I can have.
Beyond that, I love playing in the ocean with all my water toys: everything from stand-up paddleboards and kayaks to boogie boards, surf mats, and hand boards.
What is something not many people know about you?
Something not many people know about me is my love for endurance racing and adventure:
· I have completed over 250 triathlons, including two Ironman triathlons, 19 Escape from Alcatraz triathlons, and 10 New York City marathons.
· I have also swum with great white sharks in South Africa, pink dolphins in the Amazon, and whale sharks in Honduras.
· I have summited Mount Whitney, hiked the Half Dome cables, and climbed Alpe d'Huez in the Alps on my bicycle.
Past Spotlights
Did You Know?
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