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John Michel—Co-founder
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.
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, 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.
Kevin is responsible for recruiting and facilitating the business transition
process at the time a financial advisor partners with Glen Eagle. Kevin has over
25 years of sales and operational experience in the electronic protection
business, including Sr. Vice President of Vector Security. Kevin has extensive
experience in both direct and institutional sales. He is a certified trainer in
the areas of sales and quality service.
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.
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