Glen Joseph Buco

Founder at West Financial Services, Inc.

Glen Joseph Buco

Glen Joseph Buco

Founder at West Financial Services, Inc.

Overview
Career Highlights

West Financial Services, Inc.

RelSci Relationships

372

Number of Boards

5

Contact Data
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Relationships
RelSci Relationships are individuals Glen Joseph Buco likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Chief Executive Officer & Non-Independent Director at Sandy Spring Bancorp, Inc.

Relationship likelihood: Strong

Executive Vice President of the Bank at Sandy Spring Bancorp, Inc.

Relationship likelihood: Strong

Executive Vice President, General Counsel & Secretary of the Company & Bank at Sandy Spring Bancorp, Inc.

Relationship likelihood: Strong

Director of Fixed Income at West Financial Services, Inc.

Relationship likelihood: Strong

Chairman at West Financial Services, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Gaithersburg Farmers Supply, Inc.

Relationship likelihood: Strong

Former Executive Vice President at Mid Atlantic Medical Services, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Quality Biological, Inc.

Relationship likelihood: Strong

Director of Portfolio Management at West Financial Services, Inc.

Relationship likelihood: Strong

Chief Operating Officer at West Financial Services, Inc.

Relationship likelihood: Strong

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Glen Joseph Buco
Founder at West Financial Services, Inc.
Education
BA, Political Science
Class of 1976

WVU will deliver high-quality education, excel in discovery and innovation, model a culture of diversity and inclusion, promote health and vitality, and build pathways for the exchange of knowledge and opportunity between the state, the nation, and the world.

Memberships
Member

American Society of Association Executives provides business solutions to the association community that help associations grow and prosper, save time and money, and simplify the business of running an association. The company is headquartered in Washington, DC.

Member

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Career History
Founder
1982 - Current

West Financial Services' (WFS) investment approach stresses diversified portfolios tailored to each client's individual circumstances, including risk tolerance, time horizon, tax constraints and wealth objectives. The firm maintains a long-term view. They utilize diversification across global asset classes and incorporate research-driven tactical asset allocation adjustments.For equities, WFS employs a core and satellite approach. They use low-cost, core investments in major market indices to ensure that clients participate in market movements. For the satellite portion of the portfolio, WFS uses actively managed mutual funds and ETFs to provide growth and value style exposure. They also purchase individual stocks for additional sector and dividend exposure. WFS pays close attention to valuation, establishes well-defined entry and exit points, and uses both quantitative and qualitative due diligence to investigate new opportunities.WFS' fixed income approach focuses on preservation of capital. The firm builds a foundation of high quality bonds and ladders maturities over a short-to-intermediate time period. WFS generally purchases US Treasurys, governmental agency bonds, municipal bonds, investment grade corporate securities and FDIC-insured CDs. On occasion, they may purchase less than investment grade corporate bonds.WFS is not restricted to proprietary mutual funds or securities. They may select mutual fund managers that combine strong, consistent performance with reasonable expenses. WFS may participate in IPOs upon specific client request.

Senior Vice President
Current

Sandy Spring Bank offers commercial and personal banking services. It offers personal banking services, such as personal checking, overdraft services, Visa check cards, online banking and billpay, mobile banking, savings, banking for kids, and health savings accounts; and small business services, which include small business checking, savings, Payce payroll services, treasury management, loans and lines of credit, government contractor lending, and business insurance. The company was founded in 1868 and is headquartered in Olney, MD.

Vice President
Prior

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Boards & Committees
President, Director
Current

West Financial Services' (WFS) investment approach stresses diversified portfolios tailored to each client's individual circumstances, including risk tolerance, time horizon, tax constraints and wealth objectives. The firm maintains a long-term view. They utilize diversification across global asset classes and incorporate research-driven tactical asset allocation adjustments.For equities, WFS employs a core and satellite approach. They use low-cost, core investments in major market indices to ensure that clients participate in market movements. For the satellite portion of the portfolio, WFS uses actively managed mutual funds and ETFs to provide growth and value style exposure. They also purchase individual stocks for additional sector and dividend exposure. WFS pays close attention to valuation, establishes well-defined entry and exit points, and uses both quantitative and qualitative due diligence to investigate new opportunities.WFS' fixed income approach focuses on preservation of capital. The firm builds a foundation of high quality bonds and ladders maturities over a short-to-intermediate time period. WFS generally purchases US Treasurys, governmental agency bonds, municipal bonds, investment grade corporate securities and FDIC-insured CDs. On occasion, they may purchase less than investment grade corporate bonds.WFS is not restricted to proprietary mutual funds or securities. They may select mutual fund managers that combine strong, consistent performance with reasonable expenses. WFS may participate in IPOs upon specific client request.

Chairman
Prior
Member, Board of Directors
Prior

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.

Member, Board of Directors
Prior

The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.

Member, Board of Directors
Prior

American Institute of Certified Planners operates as a non-profit organization. It engages in the provision of verification of planners' qualifications. It also offers community assistance workshops. The company is headquartered in Chicago, IL.

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