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Glenn Surowiec

Personal Finance, Retirement, Investing
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“Glenn Surowiec, Managing Member of GDS Investments, has the experience and proven track record to effectively manage his clients' portfolios in a manner consistent with their long-term investment objectives”
Firm:

GDS Investments, LLC

Job Title:

Managing Member, Portfolio Manager

Biography:

Glenn founded GDS Investments in 2012. From 2001 to 2012, he worked for Alsin Capital Management, Inc. as an equity research analyst (2001-2003), co-portfolio manager (2003-2008), and portfolio manager (2008-2012). Before joining ACM, Glenn worked for Enron Corp. as a derivatives structuring manager, and for Commerce Bancorp (now TD Bank) as a real estate credit analyst.

He currently serves as an advisory board member of Value Conferences – an online-only conference featuring some of the most prestigious value investors across the globe.

GDS Investments specializes in managing all types of investment and retirement accounts on behalf of individuals, families and institutions.

Glenn has a B.A. in management (accounting concentration) from Gettysburg College and an MBA (finance concentration) from Southern Methodist University. He graduated in the top 10% of his MBA class and participated in study abroad programs both as an undergraduate (Seville, Spain) and graduate student (Melbourne, Australia). Glenn’s interests include running, cycling, golfing and youth coaching.

Education:

BA, Accounting, Gettysburg College
MBA, Finance, Southern Methodist University

CRD Number:

4557641

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January 2017

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    Investing, Stocks, Taxes
What kind of securities should I focus on to build an aggressive growth portfolio?
53% of people found this answer helpful

Adopt a Value Investing mindset when it comes to security selection. Read everything about Warren Buffett and if you have the expertise to properly value a security, then only buy when you can do so at a large discount to fair value.

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How do I evaluate my fee-based planner's performance?
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Is there a fund that follows growth stocks with high value?
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Would contributions to our Traditional IRAs reduce our tax burden?
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December 2016