Glen is the Founder of NuView IRA and has been its leader since 2003. In 2018, he also created NuView Trust, expanding the growing business of self-directed IRAs into new services to further reduce or eliminate taxes. His clients invest in real estate, notes, private placements, precious metals, LLCs, and a multitude of unique assets, with the aim of growing without taxation.
Glen holds a BS in Business Management and a Masters in Information Systems from the University of Southern California. After working in various corporate finance and strategy positions, Glen decided to create opportunities for individuals to invest their tax-advantaged funds in non-traditional markets, just as he had been doing himself for several years. His message has resonated, with over $1.7 Billion of assets directed on the platform of NuView Trust. He is a sought-after speaker on the national stage, podcasts, and radio, and is passionate about the power of personal choice and reducing the negative impact of taxes while building wealth.
He is married with four children and lives in Mt. Dora, Florida.
Jason graduated from the University of Central Florida and has since acquired 15-years of experience in the self-directed IRA industry. He has served as Director of Business Development, Director of Operations, and Vice President for NuView Trust Company – a self-directed custodian with over $1.7 Billion of assets under custody. Now, in his role as President, Jason oversees the day-to-day activities of the company. He is heavily recruited to speak on podcasts and at national events as a subject matter expert in tax-advantaged investing through retirement accounts. Additionally, Jason has provided continuing education to CPAs, Attorneys, and Real Estate professionals and has been a guest speaker at hundreds of investment events and conferences throughout the United States.
Outside of his role at NuView, Jason serves as Co-founder and Chairman of Chair the Love, a 501(c)(3) organization, which provides wheelchairs and other mobility-related services to those in need.
He currently resides in Central Florida with his wife, Christina, son, Tyler, and daughter, Delaney.
DIRECTOR OF MARKETING
Bryan Poss joins the NuView Trust team with more than 17 years of experience helping high-growth B2B and B2C businesses increase their sales and marketing capacity. He started his career at a 3-person educational technology startup as a sales account manager and eventually grew into a marketing executive role. Through his leadership, he was able to rapidly develop the startup through aggressive go to market strategies, leading to the acquisition of the company by Providence Equity Partners.
Now, in his current role as Director of Marketing, Bryan oversees NuView’s marketing strategy and execution, including demand generation, digital marketing, content marketing, and events.
Throughout his career, he has learned that what matters is getting the right information to the right people at the right time. Bryan helps our customers learn how they can grow their retirement wealth through tax-advantaged investing using self-directed IRAs.
Bryan currently uses a self-directed IRA investing in real estate, technology startups, and publicly traded assets. He currently lives in Clermont, FL where he enjoys wakeboarding and boating with his wife and son.
DIRECTOR OF INSTITUTIONAL SALES
Lisa spent the majority of her professional career in the insurance industry. During that time, she worked in multiple offices, with her longest tenure as a senior branch manager, overseeing both the sales and service teams for a Fortune 100 company. After nineteen years in the insurance industry, including five years of running her own successful business, Lisa decided to sell her book of business and pursue a new career in alternative investments.
In addition to continuously expanding her own industry knowledge, Lisa’s mission is to develop lasting relationships with advisors, investment sponsors, and broker-dealers so that they may receive enough support to make their clients’ investment journeys simple and seamless.
Ryan has dedicated his career to progressively learning and expanding his knowledge and experience in the field of Information Technology. Ryan excels in building infrastructures, systems analysis, security systems, and new technologies. His career has progressively grown from supporting desktop and network systems to network administration. He then spent almost a decade as a Regional Information Technology Manager, leading a team supporting the entire southeast for a large corporation.
He has spent his career helping companies to change with the advances in the Information Technology field so that they can be efficient and ahead of the competition. Ryan joined NuView Trust in 2021 as an Information Technology Manager and has been excited to lead NuView Trust in future technology advances.
In his new role as Director of Information Technology for NuView Trust Company, he is excited to continue transforming the client process to create a seamless experience for client and bringing the newest technological advances to the company.
Ryan has lived in the Central Florida area for more than 25 years with his wife, daughter and son. He enjoys photography, traveling, paddleboarding, and spending time with his family.
DIRECTOR OF OPERATIONS
Mayur is a seasoned financial professional, with over 20 years of experience in the financial industry. He has a proven ability in managing medium-to-large sized teams with focus on solutions delivery, direction & implementation. As he started his career as a client specialist, he was able to eventually move his way up into a management position – making him a big advocate of people development. Mayur likes to continuously challenge processes in order to grow and build better skill sets holistically.
In his current role as Director of Operations, Mayur oversees the transactional & accounting effectiveness, along with its operating procedures. In addition, he develops new internal strategies and manages client experience and effective implementation with an ongoing focus in building informed relationships.
In his spare time, Mayur loves to play sports, such as Tennis, Soccer & Volleyball, and enjoys listening to music.
J. Charles Gray
CHAIRMAN OF THE BOARD AND FOUNDING
DIRECTOR OF THE GRAY ROBINSON LAW FIRM
He practices full-time in Gray Robinson, a 250-lawyer firm. He has served as City Solicitor for the City of Orlando, Chairman of the Florida State Turnpike Authority, Chairman of the Economic Development Commission of Mid-Florida, Chairman of the University of Central Florida Foundation, and in many other leadership positions.
Charles also served for seven years as County Attorney for Orange County. Charles organized and served as General Counsel for the Orange County Health Facilities Authority and has represented major developers in large DRIs, comprehensive plan amendments, and major state- and county-negotiated property acquisitions.
EXECUTIVE DIRECTOR AT THE NATIONAL
Jerry has been called a “virtual business incubator” by the Orlando Business Journal for his entrepreneurial success and his ongoing support of the business community. Jerry has more than two decades of leadership experience at AT&T, Ohio Bell, and Goal System Software. Under his management, the NEC has become a world-renowned model for other cities, counties, and nations that wish to foster and grow their business community.
Jerry has spoken in hundreds of cities about his passion for business and his desire to help communities through innovation and commerce.
CHAIRMAN OF INS. OFFICE OF AMERICA
Founded in 1988 by John with an innovative plan of ownership for sales associates, the company has grown to more than 650 employees, making it the eighth largest privately-owned insurance company in the country. You may see the IOA logo as partners with nine professional sports franchises including the Orlando Magic, San Francisco 49ers, and the New Jersey Devils.
John puts an equal amount of passion in the community, where he and his employees support more than 15 local and international charities. He credits his success in no small part to his wife, Valli, who remains a critical part of the business.
COO OF FLORIDA HOSPITAL
Lars offers insight on how to better serve clients, employees and the community based on his 20-plus years of economic development experience and various leadership roles within Florida Hospital. Under his leadership since 2006, Florida Hospital has continued rapid growth, reporting revenues of over $2.2B for the last period.
His addition of the state-of-the-art medical center near Disney’s Celebration hospital provided a blueprint for innovative delivery of medical services that has inspired hospital administrators internationally. Lars’ current projects include the development of a 172-acre Health Village in downtown Orlando.