Patricia Hasegawa

Wealth Advisor

Basking Ridge, NJ

908-333-0885

GPerez@InsightPrivateAdvisors.com

Glad joined Insight in 2008 and has worked in the financial services arena since 2005. Her goal is to provide every client with targeted, comprehensive financial advice and portfolio management services delivered with the highest level of personal service and professional integrity.

Prior to joining Insight, she was Vice President of Marketing and E-Commerce at Affinity Federal Credit Union in Basking Ridge, NJ, the largest credit union in New Jersey. She led programs offering an array of personal and business financial services to members, companies and organizations. While there, Glad served as Board Member of the Affinity Investment Services, LLC Board and was an integral part of the senior leadership team. Prior to that, Glad worked at AT&T for nearly 20 years in various senior leadership positions where she led many successful product and service launches in domestic, global and multicultural markets across many channels.

Glad graduated from Pace University’s Lubin’s School of Business and holds a mini-MBA certificate from the American Management Association. She resides in Basking Ridge, New Jersey.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.

IMPORTANT DISCLOSURE

BUSINESS CONTINUITY PLAN

​Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

© 2018  Insight Private Advisors LLC. All rights reserved. 

GLAD M. PEREZ