Our team of experts
Tax & Estate Planning
Maureen Glenn, B.A., CFP®, FLMI, ACS, AIAA
Vice President, Tax & Estate Planning
Maureen uses her financial planning experience and leadership skills to ensure the smooth delivery of Tax & Estate Planning services. She uses her technical expertise to develop comprehensive wealth plans, working with Investment Advisory Teams from engagement with the client to the final presentation, and also supports our Investment Advisors with just-in-time inquiries and the development of educational materials.
James Price, CFA
Director of Capital Markets Products
James began his investment career on First Marathon Securities’ bond desk in 1997 and has focused on fixed income trading, advice and portfolio management ever since. An expert in bonds, preferred shares, and other income investments, as well as a CFA Charter holder since 2005, James is active in managing portfolios and keeping advisors and clients well informed of macro-economic developments and investment trends through his published daily commentary. Recognizing the growing importance of income investing, James has studied well beyond the traditional world of bonds to analyze all kinds of income investments.
James heads up Richardson GMP’s capital markets team, supervising new issues; co-managing a series of proprietary portfolios for Richardson GMP; and overseeing trading and strategy for fixed income, equities, options, and foreign exchange.