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Jeremy Scott Glenn

Captrust

Boston, MA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-11-29
  • MA RA
    APPROVED
    Since 2024-11-29

Branch Locations

255 State Street 6Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wellesley Investment Partners, Llc Wellesley MA 01/2015 10/2020
Boston Financial Management Llc Boston MA 01/2022 11/2024
Cambridge Trust Company Wellesley MA 11/2020 01/2022
Capfinancial Partners Llc (Captrust) Raleigh NC 11/2024 Present
  • 01/2015 → 10/2020
    Wellesley Investment Partners, Llc
    Wellesley, MA
  • 01/2022 → 11/2024
    Boston Financial Management Llc
    Boston, MA
  • 11/2020 → 01/2022
    Cambridge Trust Company
    Wellesley, MA
  • 11/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2022-01-25 → 2025-02-18
    Boston Financial Management Llc
    Boston, MA
  • 2015-01-22 → 2020-10-30
    Wellesley Investment Partners, Llc
    Wellesley, MA
  • 2010-11-10 → 2014-11-17
    Windhaven Investment Management, Inc.
    Boston, MA
  • 2010-05-11 → 2010-11-18
    Windward Investment Management Inc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-10
  • S65 Uniform Investment Adviser Law Examination
    2010-05-10
Other Names
  • Jeremy Scott Glenn
  • Jeremy S Glenn

View on SEC IAPD

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Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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