JAMES S. GLADNEY
Since February 2015, Jim Gladney has managed the strategic direction of Portfolio Solutions® and overseen its day to day management. He enjoys meeting our clients, building relationships with them, and finding ways that we can better serve their individual needs.
Mr. Gladney has been an advocate of index investing for over a decade and strongly believes in our firm’s core investment philosophy, which led to his investment in the firm in 2015. He also believes that every client has a unique set of circumstances, needs and objectives that require highly personalized and specialized advice and that these cannot be achieved with a “one size fits all” approach to client service. That’s why he has led the transition of our firm over the past few years from a limited service firm that focused mainly on portfolio management to a full-service firm that now offers the complete spectrum of wealth management and financial planning services, which our clients had been requesting for many years.
Mr. Gladney is a believer in the Servant Leadership management philosophy and has created a corporate culture that embodies that approach in all his businesses. Servant leadership requires that we place the needs of our clients and our team before our own individual needs and that we exhibit leadership by serving others. This culture of service to others has been a welcome enhancement to the team at Portfolio Solutions and fits perfectly with our role as fiduciaries to our clients.
Prior to joining Portfolio Solutions®, Mr. Gladney spent over 30 years investing in and building a broad array of companies domestically and internationally in several industries including wealth management, hospitality, business services, distribution, real estate & construction, enterprise software, manufacturing and media. Mr. Gladney has served for over 15 years as the Managing Partner of several investment firms as well as over 15 years as the CEO of multiple operating companies. He has also served on the Boards of Directors of over 20 companies, including Chairman roles for several Boards of Directors, Audit Committees, Compensation Committees, and Executive Committees. He is a member of the National Association of Corporate Directors (NACD).
Jim Gladney is the Founder and Managing Partner of Liberty Capital Partners, a boutique merchant banking firm and a Co- Founder of Liberty Wealth Advisors, our affiliated registered investment advisor.
Areas of Experience:
- Wealth Management
- Financial Life Planning
- Private Equity
- Venture Capital
- Business Strategy