Noted Financial Services Executive Emily Glassman Joins Ballast Rock Private Wealth
Ballast Rock Private Wealth, a Registered Investment Advisor with a focus on private-market investments, today announced that financial services executive Emily Glassman has joined as a Senior Advisor.
In her role, Ms. Glassman will assist the management team in outreach and strategy to individuals, families, business owners, entrepreneurs, and family offices seeking objective, unbiased guidance on investments.
“Emily’s knowledge of both wealth management and the role that institutional-quality private-market investments can play in accredited investors’ portfolios makes her a perfect fit for our team,” said Andrew Mescon, Chief Executive Officer of Ballast Rock Private Wealth. “We look forward to the impact she will have on our clients and on our entire organization.”
Ms. Glassman began her career in Institutional Equity Derivative Sales at Goldman Sachs. She then moved to wealth management, advising high-net-worth families on financial strategy, portfolio management, and estate planning at BBR Partners, a leading multi-family office.
Most recently, Emily spent seven years helping build Artivest, an online alternative assets platform for financial advisors, backed by KKR and Peter Thiel. Emily was Head of Business Development at Artivest and oversaw the growth of the platform to thousands of advisors before the company’s acquisition by iCapital.
Ballast Rock Private Wealth is part of Ballast Rock Group, an integrated investment management company specializing in private market investments, accurate and timely advice, high quality frequent reporting, and direct access to management. In addition to Ballast Rock Private Wealth, Ballast Rock Group operates Ballast Rock Asset Management and Ballast Rock Capital. Ballast Rock Asset Management comprises Ballast Rock Real Estate, which includes the firm’s Sunbelt multifamily real estate funds, and Ballast Rock Ventures, comprising venture capital and private equity teams. Ballast Rock Capital is awaiting approval to become a FINRA-registered broker-dealer.
Ballast Rock is committed to being a driver of positive change. The diversity of our team members brings valuable new perspectives to our industry for the benefit of our stakeholders and the broader community.
This material provides general information only and is not intended to provide personalized investment advice. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions.
