Richard Glass

Independent Portfolio Manager,

Richard Glass is an independent portfolio manager. Prior to going independent in 2016 he was a lead portfolio manager with Deutche Asset and Wealth Management small- and mid-cap value.  Prior to joining Deutsche Asset & Wealth Management, Glass acquired 24 years of experience in the investment industry. Most recently, Glass was lead portfolio manager and Managing Partner of Lockwell Investments, LLC.  He launched Lockwell Small-Cap Value composite August 2010. Portfolio manager on Lockwell Small Cap Value Fund (LOCSX) from inception July 1, 2011 through July 24, 2013. From 1999 to 2010, he worked at Invesco Ltd. (Morgan Stanley Asset Management) in the following roles: Portfolio manager on Invesco Small Cap Value Fund (VSCAX) from December 6, 2001 through July 29, 2010, Portfolio manager on Morgan Stanley Small Mid Cap Value Fund (JBJAX) from inception May 2002 through July 29, 2010, Prior to joining Morgan Stanley, Glass was a senior analyst at Neuberger Berman on the Genesis Fund  from 1996 to 1999, Glass began his career as a research analyst at Wood, Struthers and Winthrop. Glass received a Bachelor of Science degree in Economics from University of Pennsylvania.