Doug E. Glick

Financial Adviser at Total Clarity Wealth Management, Inc.

Doug E. Glick

Doug E. Glick

Financial Adviser at Total Clarity Wealth Management, Inc.

Biography

Dr. Doug Glick is an Investment Adviser Representative at Total Clarity Wealth Management, Inc. He joined Total Clarity in 2007 after working nine years as a corporate attorney in Chicago and Tokyo. As a lawyer, he focused his practice on securities, mergers and acquisitions and reviewing and preparing financial reports for public companies.Dr. Glick graduated from Cornell University with a BA degree in Government and Asian Studies. He then earned his JD from the University of Chicago Law School. He is a member of the Illinois Bar.

Overview
RelSci Relationships

16

Birthday

01/1968

Age

50

Relationships
RelSci Relationships are individuals Doug E. Glick likely has professional access to. A relationship does not necessarily indicate a personal connection.

Total Clarity Partner & President Exemplar Financial at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

President at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

Chief Investment Officer at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

Chief Compliance Officer/Vice President of Operations at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

Financial Adviser at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

Financial Adviser at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

Director of Planning Operations at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

Financial Adviser at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

Financial Adviser at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

Financial Adviser at Total Clarity Wealth Management, Inc.

Relationship likelihood: Strong

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Doug E. Glick
Financial Adviser at Total Clarity Wealth Management, Inc.
Education
Class of 1995

UCE's Office of Investments is responsible for managing the University's investment assets, which includes overseeing the endowment to ensure that it benefits both current and future generations of the University of Chicago. They oversee the broad investment strategy and provide input to the development of the strategic and tactical investment policies of the University & UCMC endowments, pension plans and self-insurance trust assets. Their strategy combines qualitative and quantitative analysis, seeking to achieve superior investment performance on a risk-adjusted basis.

Class of 1990

Cornell is a privately endowed research university and a partner of the State University of New York. As the federal land-grant institution in New York State, they have a responsibility—unique within the Ivy League—to make contributions in all fields of knowledge in a manner that prioritizes public engagement to help improve the quality of life in our state, the nation, the world.

Career History
Financial Adviser
2007 - Current

Total Clarity Wealth Management customizes portfolio allocations based on each client's current financial status, future goals and objectives, as well as their restrictions or limitations, and the market and economy at the time, The firm offers two managed account programs: the Total Clarity Vision Account, a wrap-fee program and the Total Clarity Value Account. Total Clarity's Independent Advisory Representatives (IARs) conduct economic analyses and attempt to identify relevant market trends. They IARs also conduct fundamental analyses, which generally involves assessing a company’s or security’s value based on factors such as sales, assets, cash flow, market position, expected growth, management, products and services, earnings, and financial structure. Total Clarity's IARs primarily use open-ended mutual funds and stocks, including no-load and load-waived or mutual funds purchased at net asset value (NAV). However, managed accounts are not exclusively limited to mutual funds and stocks and may include bonds, CDs, government securities, ETFs, UITs, money markets and variable annuities. In the case of UITs, many are not purchased into the account at NAV; they are purchased at the public offering price (NAV plus maximum sales charge). Some IARs also invest in alternative investment products, such as REITs and private equities.

Associate
2000 - 2003

Latham & Watkins LLP is a full-service law firm. The firm offers services in the areas of finance, litigation, tax, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The firm practices in a spectrum of transactional, litigation, corporate, and regulatory areas. Latham & Watkins was established in 1934 and is based in New York, New York.

Other Affiliations
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