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James Gladney

Portfolio Solutions

Speaker Bio

James Gladey has served as the Chairman & CEO of Portfolio Solutions since 2015. Founded in 1999, Portfolio Solutions is a Registered Investment Advisor headquartered in Troy, MI with over $1.4 Billion in assets under management serving over 600 clients nationwide including high net worth families, trusts, and non-profit organizations.

Mr. Gladney is also the Co-Founder of Liberty Wealth Advisors, a Registered Investment Advisor headquartered in Stamford, CT and is the Founder of Liberty Capital Partners, a boutique merchant banking firm providing wealth management services, private equity opportunities, and corporate advisory services.

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 of these as well as serving as Chairman of Audit Committees, Compensation Committees, and Executive Committees. He is a member of the National Association of Corporate Directors (NACD).

Mr. Gladney served as the Managing Partner of Park Avenue Equity Partners, a NYC-based growth private equity firm specializing in investing in middle market companies.

Jim was Chairman and CEO of Boston based All Seasons Services, Inc., a leading provider of vending, dining and office refreshment services with over 2000 employees. He grew the business from $80 million in revenue to over $200 million executing a successful consolidation strategy and then sold the company, generating a sevenfold return for investors.

Jim was Chairman and CEO of Federal Investment Co., Inc. in Providence, RI. Under his leadership, the diversified real estate development company grew to become New England’s largest homebuilder, winning the U.S. Chamber of Commerce Blue Chip Enterprise Award.

Mr. Gladney is a believer in the Servant Leadership management philosophy and has created a corporate culture that embodies this approach in all of 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 within our role as fiduciaries to our clients.

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 within 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 firm that also offers the complete spectrum of wealth planning services, which our clients had been requesting for many years.

Merrill Lynch and Ernst & Young named Mr. Gladney a nominee for the Entrepreneur of the Year Award on three separate occasions. Mr. Gladney was selected by the Boston Business Journal for its inaugural “40 Under 40” designation which recognizes the accomplishments of the best and brightest businesspeople under the age of 40.

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