Investment Philosophy in Action: A Conversation with CIO Brian Glenn

In this episode of the Premier Path Podcast, CEO Michael Lehman sits down with CIO Brian Glenn to explore what it really means to put investment philosophy into action. Brian walks through his role as Chief Investment Officer at Premier Path Wealth Partners, explaining how client goals, liquidity needs, and long-term outcomes shape every decision. They discuss key topics including public vs. private markets, the role of alternatives, active and passive investing, direct indexing for tax efficiency, and why staying invested matters more than trying to time the market. Whether you’re an investor looking to understand portfolio strategy or simply curious how financial leaders think about risk and growth, this episode provides practical insights into the disciplined approach that drives client success. Some investments discussed are only available to accredited investors and qualified purchasers as defined by applicable securities laws. Prospective investors should consult their financial professional to determine suitability.