The Penta Wealth Management team is a group of experienced wealth management professionals whose shared mission is to help clients achieve their financial planning goals.
Founder & Managing Director
Senior Wealth Advisor
Jonathan is the Founder & Managing Director of Penta Wealth Management, leading the firm’s comprehensive wealth management services. With 23 years of experience in financial services, Jonathan provides expert guidance to a select group of high-net-worth individuals, families, and business owners, helping them navigate the complexities of wealth management. His firm employs a proprietary 5-step consultative process, ensuring each client receives personalized strategies tailored to their unique financial goals and values.
Jonathan is a leader in financial planning, investment strategy integration, and business exit planning. He specializes in building fully customized investment strategies centered around clients’ financial plan goals and objectives. As a Certified Exit Planning Advisor (CEPA®), Jonathan helps business owners and CEOs plan for successful exits, maximize business value, and integrate business planning with personal financial goals.
Jonathan’s understanding of both personal and business financial planning, from early-career professionals to business owners preparing for exit, makes him highly sought-after for comprehensive wealth management services. His expertise in retirement income planning, portfolio construction, and value acceleration for businesses adds a unique perspective to financial decision-making, all delivered with genuine care and authenticity.
At Penta Wealth Management, Jonathan and his team utilize a detailed consultative process that includes:
check_circleDeveloping and implementing comprehensive wealth management plans
check_circleProviding expert guidance on investment strategy and portfolio construction
check_circleOffering specialized services in retirement income planning and business exit planning
check_circleEducating clients on making informed decisions in today’s complex financial landscape
check_circleCoordinating with clients’ existing advisors to streamline and optimize financial decision-making
check_circleFinancial planning with integrated investment strategies
check_circleExpert portfolio construction, asset allocation, and investment planning
check_circleBuilding fully customized investment strategies
check_circleRetirement income planning and preparation
check_circleBusiness exit planning and value acceleration
check_circleTax mitigation strategies and estate planning
check_circleAssessing and improving owner readiness for exit
check_circleAnalyzing the impact of business sale on overall financial plans
check_circleMaximizing business value through Value Acceleration methodology
check_circleAccelerating business growth and maximizing profitability
check_circleIncreasing net cash flow to the owner
check_circleImproving business efficiency
check_circleFounder & Managing Director – Penta Wealth Management (2019-Present)
check_circleSenior Vice President, Wealth Advisor – UBS Financial Services (12 years)
check_circleSenior Vice President, Wealth Advisor – Morgan Stanley (7 years)
check_circleBoston College, Carroll School of Management – Bachelor of Science, Finance
check_circleCertified Exit Planning Advisor (CEPA®)
Jonathan resides in Wellesley, MA, with his wife, Paula, and their three children, Nicolas, Michael, and Juliana. The Penta family enjoys an active lifestyle, including traveling, fitness, and skiing. Jonathan is also a dedicated community member, contributing his time as a youth soccer coach.
Managing Director / Senior Wealth Advisor
With nearly 40 years of experience in financial services, Mark is a Senior Wealth Advisor specializing in portfolio construction, asset allocation, and client portfolio management. He is also an architect of the firm’s Rules Based Investing® philosophy—a disciplined framework designed to align portfolios with clients’ goals through consistent, data-driven decision-making.
Mark’s career began in 1983 at Shearson-Lehman American Express. He later served as Vice President in the Investment Services Group at Donaldson, Lufkin & Jenrette and First Vice President of Investments at Advest. At Merrill Lynch, he built a partnership network of more than 190 advisors as a Senior Portfolio Manager, helping them deliver customized investment strategies to their clients. Mark holds a B.A. in Economics from Connecticut College.
Director of Client Service & Operations
As Director of Client Service & Operations, Anthony is responsible for providing exceptional service for all client inquiries and requests, and ensures every Penta Wealth Management client receives a concierge-level experience that goes far beyond standard account management.
Anthony manages all aspects of client operations—from account openings, money movement, and transfers to portfolio rebalancing, trade execution, and administrative support. He oversees the firm’s entire client service model and communication schedule, ensuring clients receive consistent, proactive attention at every stage of their financial journey.
Before joining Penta Wealth Management, Anthony held leadership roles in operations and client service, including Vice President of Operations and Client Service and Associate Director of Operations within the investment management industry. Earlier, he spent a decade as Head of Operations for State Street Global Markets’ Currency Management Team. Anthony holds a B.S. in Economics from Northeastern University.
Chief Investment Officer / Portfolio Manager / Senior Financial Advisor
As Chief Investment Officer and Portfolio Manager, Glenn leads the investment research, portfolio analytics, and manager due diligence processes for Penta Wealth Management. A Certified Investment Management Analyst (CIMA®) and Accredited Asset Management Specialist (AAMS®), Glenn brings deep expertise in asset allocation, portfolio construction, and risk management.
Glenn is the original creator of proprietary investment strategies, including The Insider Portfolio® and Rules Based Investing®, which combine quantitative discipline with fundamental insights to drive long-term consistency and performance. His experience spans portfolio management, institutional trading, and investment research across leading firms such as Providence Capitol, L.F. Rothschild, Advest, and Merrill Lynch.
Glenn began his career in New York City in 1983 and went on to manage multi-billion-dollar portfolios and later oversee nine Rules Based Investing® portfolios totaling over $800 million in assets at Merrill Lynch. He earned his Bachelor of Science in Finance and Investments from Babson College, where he was a two-sport athlete in soccer and hockey.
Senior Vice President / Wealth Advisor
John serves as a Senior Vice President and Wealth Advisor, managing client relationships and helping individuals and families integrate financial planning with personalized investment strategies. Known for his thoughtful, goal-oriented approach, John partners with clients to ensure their investment portfolios remain aligned with their broader financial objectives.
With extensive experience in wealth and financial planning, John has held advisory roles at Merrill Lynch, TIAA, and Garrett Nagle & Co., where he served as Vice President of Portfolio Management and Corporate Development. His background combines strategic insight with hands-on relationship management, enabling him to deliver the exceptional client experience that distinguishes Penta Wealth Management.
John is a Registered Investment Advisor (RIA) and is fully licensed in Life and Health Insurance. He earned a B.S. in Marketing and Finance from Bentley University.
