Albuquerque, NM â€” October 15, 2021 â€” REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce the return of Jude V. Gleason, MBA, CFPÂ®, AIFÂ®, to the firm as a Senior Wealth Advisor. A former Chief Investment Officer with REDW Stanley Financial Advisors (now REDW Wealth), Jude rejoined the firm in 2021 following a successful stint serving as Vice-President and Senior Portfolio Manager for the Trust & Wealth Management division of a community bank.
â€œWe are exceptionally happy to welcome Jude, along with his positive energy, back to the Wealth Management team,â€ said Paul Madrid, REDW Wealth Principal and Wealth Management Practice Leader.
â€œJude has continued to excel at building life-long, mutually beneficial relationships with clients and team members. We look forward to seeing what his more than 30 years of expertise in the financial industry can do for our valued clients and their interests.â€
Specializing in portfolio management and advisory for high net worth individuals and 401(k) plans, as well as managing endowments and working with foundations, Jude has particular expertise in wealth management and estate planning, asset allocation development, investment strategy, and risk management. â€œWith our clientsâ€™ financial success always being the primary goal, I am highly elated to be working again as a trusted advisor with REDW Wealth,â€ he said.
â€œI am proud of the firmâ€™s growth through the years and I look forward to helping our esteemed clients achieve their wealth goals with a customized strategy.â€
Jude holds both a Master and Bachelor of Business Administration from the University of Phoenix in Albuquerque, NM. He also attended Vassar College in Poughkeepsie, NY, and the University of New Mexico. He is a CERTIFIED FINANCIAL PLANNERâ„¢, an Accredited Investment Fiduciary (AIFÂ®), and is currently involved in the community as a finance committee member (and past board member) of Ronald McDonald House Charities.
About REDW Wealth LLC:
Founded in 1997, REDW Wealth LLC is an SEC-registered investment advisory firm subsidiary of REDW LLC, operating primarily out of Albuquerque, NM. The firm has also recently established a presence in Phoenix, AZ. From both offices, REDW Wealth assists clients with wealth and asset management, investment advice, and other financial planning and estate planning needs.Â For more about REDW Wealth, visit REDWwealth.com.
Founded in 1953, REDW is a Top 200 Accounting Firm and one of the Southwestâ€™s 10 largest certified public accounting and advisory firms. Headquartered in Albuquerque, NM, with offices in Phoenix, AZ, and Edmond, OK, REDW has over 200 employees who serve the tax, audit, accounting, business, and financial needs of a wide range of clients at both the regional and national level, including privately held businesses; tribes and tribal enterprises; state and local government agencies; healthcare facilities; nonprofit organizations; and individuals. REDW also offers expanded services and expertise as an independent member of the BDO Alliance USA. We take pride in attracting top talent from across the country who see our firm and the Southwest as a place where they can grow both personally and professionally. For more information, visit redw.com, linkedin.com/company/redw, or twitter.com/redwllc.