Elizabeth Glenshaw has been President & Treasurer of Clean Yield Group since October 2014, is a control person of the firm and directly owns between 25% and 50% of it. Elizabeth Glenshaw holds a B.A. from Marlboro College, a National Graduate Trust School from Northwestern University and a Degree in financial planning from Boston University.
Clean Yield Group Inc is a Norwich, VT firm with $571M under management, 257 clients and 8 advisers across 4 offices, as of its March 2026 filing.
Elizabeth Glenshaw is Partner and Portfolio Manager of Clean Yield. She manages client portfolios and runs the firm's business operations. She came to Clean Yield with 25 years of experience in socially responsible investing, and immediately before joining was with the Calvert Foundation, now Calvert Impact Capital.
- Clean Yield Asset ManagementCurrent– present · 16 yearsNorwich, VT · Adviser representative · Firm CRD 104826
Investment adviser representative registrations
Elizabeth Glenshaw is registered as an investment adviser representative in 5 states. The first approvals date from March 2010; the most recent is Vermont, in July 2010.
- CaliforniaSince 31 March 2010
- MassachusettsSince 5 April 2010
- New HampshireSince 31 March 2010
- TexasSince 31 March 2010
- VermontSince 20 July 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Elizabeth Doyle Glenshaw
- CRD
- 2661380
- Firm
- Clean Yield Group · CRD 104826
- Role
- President & Treasurer
- Office
- 16 BEAVER MEADOW RD, Norwich, VT 05055
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cleanyield.com
Where does Elizabeth Glenshaw work?
Elizabeth Glenshaw has been President & Treasurer of Clean Yield Group Inc since October 2014, and is a control person of the firm.
Is Elizabeth Glenshaw a financial advisor?
Yes. Elizabeth Glenshaw has a current investment-adviser registration in California, Massachusetts, New Hampshire, Texas and Vermont, through Clean Yield Group since March 2010.
How many years of experience does Elizabeth Glenshaw have?
Elizabeth Glenshaw has 16 years in the financial industry, since March 2010, across 1 adviser firm.
What exams has Elizabeth Glenshaw passed?
Elizabeth Glenshaw passed the Series 65 in March 2010.
Where is Elizabeth Glenshaw based?
Elizabeth Glenshaw’s registered office is in Norwich, VT.
Is Elizabeth Glenshaw registered with FINRA?
No. Elizabeth Glenshaw has no current broker registration.
How can I verify Elizabeth Glenshaw’s record?
Search CRD 2661380 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Glenshaw’s full registration record.
