Paige Gleason

Vice President of Optimization

Paige Gleason is the Vice President of Optimization with Preferred Partners. Her primary responsibilities include overseeing Technology opportunities, Service Center requests, and supporting Advisory Transfer needs. Before joining Preferred Partners, Paige served for 10 years as co-owner of a CPA firm with her husband, Eric. She is actively working toward her securities licenses, another layer of insight we welcome to our team.

Paige brings a treasure trove of operational insight and expertise to her role. Her ability to guide advisors through compliance and regulatory questions makes her a trusted voice throughout our advisory family. Being a Colorado native gives Paige close proximity to many of our advisors along the Front Range.

As if that level of responsibility isn’t enough, Paige is also the proud mother of four amazing children. She and Eric savor the chance to experience theatre productions. Paige plans on seeing more of the world with her family, especially the Northern Lights and U.S. National Parks. She’s also learning how to play guitar.