LIBERTY WEALTH ADVISORS - Key Persons
Job Titles:
- Client Relationship Manager
Anna Stozek is a Client Relationship Manager and an integral member of the Liberty Wealth Advisors team. She is the face of our firm in our Connecticut office, and a leader in our Client Services group who takes pride in the strong relationships she builds with all our clients. Her valuable assistance across a wide range of critical tasks has made her a vital part of our team for over 14 years. Anna is often the first point of contact when clients call our Connecticut office, and she ensures our clients' needs are met with professionalism and efficiency.
Our clients value their strong relationships with Anna and appreciate her depth of knowledge. Among other responsibilities, Anna has extensive experience with client relationship management, financial industry operations, financial services technology, setting up new client accounts, processing paperwork, cashiering and handling securities, and planning office events.
Anna exemplifies our Servant Leadership philosophy by always placing the needs of our clients and our team ahead of her own and leading by serving others.
Anna graduated from Western Connecticut State University School of Business Management. She enjoys spending time with her husband and daughter.
Job Titles:
- Member of the Investment Committee
- Chief Client Officer
- CWS®, AIF® ( Chief Client Officer )
- Our Chief Client Officer
As Chief Client Officer, Annette leads the team of Financial Advisors and Client Relationship Managers at Liberty Wealth Advisors. She also manages ongoing projects and initiatives to better serve clients, with a focus on client satisfaction and operational excellence. Annette believes in the Servant Leadership management philosophy: we place the needs of our clients and our team before our own individual needs, and we exhibit leadership by serving others. This culture of service aligns with Liberty Wealth Advisors® role as fiduciaries to our clients.
Job Titles:
- Client Relationship Manager
Dawn has over 17 years of financial services experience, and has been the recipient of numerous awards for her work and her leadership. She is thrilled to be a part of the Liberty Wealth Advisors team and loves forming enduring relationships with our valued clients.
Prior to joining the Liberty Wealth Advisors team, she was a Registered Senior Wealth Management Client Associate for a major investment firm specializing in supporting a team of multiple Financial Advisors, spearheading the adaptation of new technology, and developing strong relationships with clients.
Her passion for Servant Leadership - placing the needs of the client and the team before one's own - makes Dawn a valued teammate for both the Liberty Wealth Advisors® team and the clients she serves.
Dawn also served for three years as a branch manager for a credit union in Japan, coordinating and supervising the overall operations for the branch.
Dawn holds her Series 66 designation and graduated with Honors from the University of Delaware.
As Chief Executive Officer, Glenn is responsible for the company achieving its strategic and operational business objectives. He knows that the key to success is putting the company's clients and professionals who work for them at the center of everything they do.
Mr. Spencer works with Prime Capital's leadership teams to assure goals are linked to the company's overall business objectives, assuring they have the resources and support to achieve success. He is actively engaged in recruiting top professionals and acquiring the highest quality organizations interested in building industry-leading brands in the company's areas of focus.
Glenn's vision is that Prime Capital Investment Advisor's will inspire people to achieve their life's ambitions. He believes that in order to realize this ambition, the entire organization needs to begin by understanding people's dreams and ambitions in life. "Everything we do as an organization is grounded in our client's and our people's goals in life," Mr. Spencer recently stated.
Throughout his thirty-plus year career, Glenn has progressively held leadership positions in various fields, including business development, client engagement oversight, sales leadership and operational leadership. Prior to his current role, Glenn spent 12 years with a global professional services firm, Lockton Companies, as their US Chief Operating Officer, President of US Operations, Global Chief Operating Officer and Global Chief Executive Officer. Prior to that, Mr. Spencer spent more than a decade with professional services firm, Marsh McLennan Companies.
Glenn is originally from Washington, D.C. and received his BBA in finance from The George Washington University. He has children that age from 20 to 30, and currently resides in Overland Park, KS with his wife of over 30 years, Gloria.
Job Titles:
- Client Relationship Manager
Job Titles:
- Member of the Investment Committee
- CFP® ( Director of Wealth Planning )
- Director of Wealth Management
- Partner & Director of Wealth Planning
Mike Parry is the Director of Wealth Planning at Liberty Wealth Advisors. For over 30 years, he has provided customized financial advice and leadership to individuals and companies of all sizes. Mike is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a licensed life and health insurance agent. He is also a past-president of the Financial Planning Association of Connecticut. Mike has dedicated his career to helping people identify and achieve their long-term financial goals. He seeks to simplify his clients' lives through personalized solutions that free their time to focus on what matters most to them.
Job Titles:
- Financial Advisor
- Member of the Investment Committee
- Partner
Rich has extensive experience as a Financial Advisor dedicated to providing clients with wealth planning and portfolio management services tailored to each client's unique long-term financial goals.
Rich spent 23 years at a leading international wealth management firm. He served as a Managing Director and Multi-Asset Portfolio Manager and Strategist, managing $3.8 billion in assets across fixed income, equities, commodities, and alternatives. Additionally, he led a team focused on constructing and implementing bespoke solutions for their clients. Rich has been committed for years to advising clients on overall portfolio structure, long-term strategy, and investment policy in order to achieve their long-term financial goals.
Rich has worked internationally, spending time in London and Tokyo constructing and managing multi-asset portfolios including market neutral, target risk, and income.
Rich is committed to the Servant Leadership values that embody the culture of service to clients and community at Liberty Wealth Advisors. His role as a Financial Advisor aligns with his passion for helping clients develop personalized portfolios to help them achieve their long-term financial goals.
Rich graduated Cum Laude from Harvard University, where he played lacrosse, and then earned his MBA at Boston University. He also holds a Chartered Financial Analyst (CFA®) designation. He is in the process of earning his CERTIFIED FINANCIAL PLANNER™ designation.
Our firm's fiduciary duty to our clients - always putting their interests first - is of foremost concern for the Investment Committee, as it serves to ensure the execution of that duty.
Job Titles:
- Chief Investment Officer and Managing Director of Wealth Management
Scott Duba is Chief Investment Officer and Managing Director of Wealth Management. In his role, Scott oversees all of the firm's asset management and alternative investment strategies for both wealth management and retirement plans. He is responsible for leadership of research, portfolio management and the firm's trading functions. In addition, Scott is strategically engaged with the firm's wealth management business. His responsibilities extend to governance as a member of the Investment Advisory Board as well as various Investment Advisory Committees.
Previously, he served as a Director and Portfolio Manager at Mariner Wealth Advisors where, among other responsibilities, he led the firm's cryptocurrency strategy, including extensive research and writing on blockchain, bitcoin, ethereum, and decentralized finance. Scott was also the co-founder of Antora Peak Capital Management, a distressed debt hedge fund, and has held senior analyst roles at Artisan Partners, Neuberger Berman, and Lehman Brothers Asset Management.
Scott is a CFA Charterholder, has an MBA from the University of Chicago, and a BA from the University of Notre Dame. He is also the founder and Managing Director of 425 Holdings, a strategic consulting and financial technology venture firm.
Scott, his wife Erin, and their five children reside in the Kansas City area.
Job Titles:
- Chief Marketing Officer
- Chief Marketing Officer at Prime Capital Investment Advisors
Terra is the chief marketing officer at Prime Capital Investment Advisors. She is responsible for making financial services fun! By overseeing the strategic direction of the PCIA brands, Terra has the pleasure of digging into the tactical management of the firm's content development and distribution, creative design, lead generation, event administration and public relations. Her team doesn't just make things look and sound pretty. They work as a unit to delight the Prime Capital community with an exceptional experience from the start.
She expanded her experience in financial services as the vice president of marketing and professional development at Fi360, the country's leading fiduciary education and technology company. Prior to that, Terra was the manager of marketing at Fragasso Financial Advisors in Pittsburgh. She was also the director of social media and digital public relations for a Pittsburgh university. Terra has nearly 20 years of experience in marketing and more than two decades of professional experience for a variety of organizations across industries.
Terra earned her bachelor's degree in industrial and organizational psychology from Pennsylvania State University. In 2006, she earned her Master of Business Administration from Gannon University.
In her free time, Terra most enjoys sharing laughs with her husband and daughter. 2020 was the genesis of a new McBride tradition, Friday Family Movie Night, during which the family has conducted a deep exploration of 80s movies that matter. Terra relieves stress by making a great meal and hitting the yoga mat or running trail as often as possible. Terra especially loves curating content for her style blog, which allows her to be personally creative and connect with the fashion community in Pittsburgh and across the internet. In 2023, Terra joined the board of Style412, a non-profit organization dedicated to inspiring and educating Pittsburgh Fashion Industry professionals for a more sustainable future.
Job Titles:
- Director of Human Resources
Will has a career spanning over two decades across the asset & wealth management, capital markets, retirement, and technology spaces. As an early adopter of ETFs and creator of Defined Contribution Advisor Managed Accounts, his realm ranges from investment strategy, portfolio design and attribution, and manager due diligence to efficient operational implementation. After a tenure as Stadion's Chief Investment Officer of Retirement strategies he formed Evolve Analytics to work with finTechs, FAs, RIAs, and Asset Managers in addition to being a Subject Matter Expert for one of the top 4 U.S. consulting firms. Most of all, Will enjoys keeping a Fiduciary-First mantra while working with advisors to help solve the unique challenges facing their investors.
He received a BBA in Finance from the University of Georgia and holds the Chartered Financial Analyst designation. He is a member of the CFA Institute, the CFA Society of Atlanta, and the National Eagle Scout Association. He and his family live near Athens, GA, where life is busy with two teenage daughters, one who is a competitive tennis player and the other who already has her black-belt in taekwondo!