Glen R. MacNeil, CFA

President, MacNeil Capital Management

Glen is the President of MacNeil Capital Management. He was awarded the prestigious Chartered Financial Analyst (CFA) designation in September 2003, and earned a Bachelor of Science degree in accounting from Syracuse University in 1991. Glen is a member of the CFA Institute and the Boston Security Analysts Society.

Prior to founding MCM, Glen had a distinguished career working with portfolio managers, analysts, and clients at Fidelity Investments in Boston. This relationship remains strong today as the Fidelity Investments Institutional Brokerage Group is our provider of investment custody, clearing, and brokerage services.

MacNeil Capital Management is a Fee-Only Registered Investment Adviser providing highly customized investment management services to individuals, families, business owners, company retirement plans, and non-profit organizations. We don't sell products or collect commissions. Service is personalized and the advice is unbiased. We've built a reputation for getting to know our clients and for being accessible and responsive to them.

CFA's pledge annually to adhere to a strict code of ethics. To learn more about the CFA code of ethics, follow the link below.

CFA Code Of Ethics

Financial Advisers and Compensation

When evaluating financial advisers you could potentially partner with, a key question to ask is "how are you compensated?" Human nature reveals that compensation drives adviser behavior.

A broker-advisor paid to sell products to generate commissions, will do just that to make a living. That's the business model. Brokers must constantly devote time to generating new sales so their compensation might continue.

A fee-only adviser is paid only by a direct fee agreed upon with the client. Often, this is a percentage of the assets managed by the adviser on behalf of the client. When a fee-only adviser grows and protects a client nest egg, they grow and protect their compensation. Client and Adviser motives are in alignment. Ongoing attention, communication, and a focus on minimizing costs and taxes are beneficial aspects of the fee-only model.

MacNeil In The Community

Glen was elected by the voters of Littleton, Massachusetts to serve as Commissioner of Trust Funds in May 2006. During a three year term, Glen worked to grow and preserve funds administered by the town.

Glen enjoys coaching youth sports. He's coached children in the Acton Boxborough learn to skate and youth hockey programs. Glen has also coached little league baseball.

MacNeil Capital Management is a proud supporter of Littleton Youth Lacrosse, Littleton Youth Baseball & Softball Association, and the Annual Golf Tournament to benefit the Littleton High School Tigers Football Team.

Glen enjoys teaching, and has offered financial classes in nearby Community & Adult Education Programs based in; Acton - Boxborough, Concord - Carlisle, and Lincoln - Sudbury.