Management Bios

John Michel—President & CEO

John co-founded Glen Eagle Advisors, LLC. He is responsible for developing and executing the overall strategic direction and management of the firm. John has over 25 years of financial services management experience. John continues to leverage this background to build a prominent, quality-focused, client-oriented broker-dealer that attracts top flight Independent Financial Advisors. John has successfully created and marketed new financial services spanning all channels. John is currently also the CEO of Bullrun Financial, Inc., a financial services technology company that services the wealth advisor market. Prior to this John developed and managed Merrill Lynch Direct, Merrill Lynch's award-winning online brokerage service. During his career with Merrill Lynch, John built the firm's direct advice and guidance telephone channel, led the client marketing and segmentation group, next-generation marketing, and retirement plans and services. He began his career as an executive in the company's national sales group. Before that, he served as a Captain in the U.S. Army. John earned an M.B.A. from Carnegie Mellon University and a Bachelor of Science degree from the United States Military Academy at West Point.

Carl Forman—Director of Compliance

Carl joined Glen Eagle Advisors, LLC in June 2008. He has brought over twenty years of regulatory and industry compliance experience to the firm. Carl is the point person at Glen Eagle for all compliance issues. Glen Eagle Advisors believes that excellent compliance is a competitive advantage and also what our advisors and clients have a right to expect. Before joining Glen Eagle Advisors, Carl was an Associate Director at Bear Stearns where his responsibilities included the coordination of the firm’s regulatory examination process. In addition, he had previously served as Chief Compliance Officer for DZ Financial Markets, Senior Compliance Officer for Paribas Corp., and VP Regulatory Compliance for Fuji Securities, international bank affiliated broker/dealers. He also worked for FINRA as an examiner and Field Supervisor in their NY District Office. Carl earned an MBA degree in Finance from Long Island University Graduate Business School, and a BS degree in Accounting from Brooklyn College in Brooklyn, NY.

Gary Moody—Chief Administrative Officer

Gary, was instrumental in the creation of Glen Eagle Advisors, LLC in 2003 after seven years with Merrill Lynch. At Merrill Lynch, Gary held a variety of management positions including Director of Client Information Management for US Private Client. Prior to joining Merrill Lynch, Gary served in the United States Army, retiring in 1995 as a Major. Among his many career assignments was a three year fellowship with the RAND Corporation in Santa Monica, CA. Gary earned a Masters of Science Degree in Operation Research, Systems Analysis from Georgia Institute of Technology.and a Bachelor of Science degree from the United States Military Academy at West Point.

Tony Bakum -- Director of Recruiting

Tony is responsible for recruiting and facilitating the business transition process at the time a Financial Advisor partners with Glen Eagle. Tony has over thirty years of financial services experience as a Financial Advisor, Branch Manager, Trainer and Business Coach. Tony started with EF Hutton and Co in New York City. He has held management positions with Smith Barney, Prudential, UBS and Quick and Reilly. Tony has extensive experience in training and development of both new and experienced Financial Advisors.

Kathleen Karkos -- Director of Operations

Kathleen is responsible for all operational issues. She works closely with our partners including Pershing, mutual fund providers and insurance companies. Prior to joining Glen Eagle Advisor Kathleen worked as a teacher in both Virginia and Colorado and as an executive at Blue Cross of New Jersey dealing with National Accounts. Kathleen earned a Bachelor of Arts from the College of Saint Elizabeth.

Susan Michel—Director of Marketing

Susan co-founded Glen Eagle Advisors. Susan has been working as an advisor for over 20 years with particular emphasis on helping clients define and meet their financial goals. In addition to working with her clients, Susan is responsible for marketing and brand positioning for Glen Eagle Advisors. Prior to becoming a Financial Advisor, Susan taught for the three years for the Department of Defense in Europe. Susan earned a Bachelor of Arts from the College of Saint Elizabeth.

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