Wealth Management

Jude Gleason, CFP®, AIF®, MBA | Vice President, Senior Portfolio Manager

8110 Ventura NE | Albuquerque, NM 87122 | 505-798-1164 | jgleason@firstamb.com

Jude has over 30 years of portfolio management and advising high net worth clients, small businesses, and individuals on 401(k) retirement plans. He joined First American Bank's team in Trust and Wealth Management in October 2016 as a Vice President/Portfolio Manager. In August 2018 he was promoted to Vice President/Senior Portfolio Manager and handles investment and business development for Trust and Wealth Advisement.

His career began as an Investment Advisor and he then moved into the position of Chief Investment Officer where his primary responsibilities were portfolio management and investment analysis of equities, fixed income, alternative investments and mutual fund products. He has handled business development, portfolio management, education and courses of action for 401(k) participants and plan sponsors.

He has the following designations: CFP® Certified Financial Planner, AIF® Accredited Investment Fiduciary, Level 1 Chartered Financial Analyst (CFA) and Series 7, 63, 65 licenses and is insurance licensed. Jude earned his B.S. Business Administration and M.B.A. from University of Phoenix, Albuquerque, NM.

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Investment Products:

* NOT A DEPOSIT * NOT FDIC INSURED * NO BANK GUARANTEE *
* NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *
* MAY LOSE VALUE *


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