Articles from Glenmede

Glenmede, a privately held and independently owned wealth and investment management firm, today announced the appointment of Joe Coconate as Managing Director and Regional Head of Florida. Based in Glenmede’s Palm Beach office, Mr. Coconate will oversee Glenmede’s strategy and operations across Florida and report to Adam Douberly, Director of Regional Markets.

Glenmede, a privately held and independently owned investment and wealth management firm, today announced the appointment of Christian Tynan, CFA® as Director of Institutional Operations, reporting to Jeffrey Semmer, Director of Strategic Initiatives. In this new position, Mr. Tynan will be responsible for overseeing operational processing, including institutional reporting and account administration, for the firm’s Endowment & Foundation clients. Additionally, as a member of Glenmede’s Technology and Operations Management Committee, his perspective will influence strategic technology and operational process decisions.

Glenmede, a privately held and independently owned investment and wealth management firm, today announced the appointment of Brian K. Green, CFA®, as Chief Investment Officer (CIO) of Private Wealth, reporting to Thomas P. Melcher, Director of Private Wealth. Mr. Green will be responsible for formulating investment policy and strategy for over $29 billion of assets under management and for ensuring that the firm’s strategic investment philosophy is reflected in client portfolios.

Glenmede, a leading investment and wealth management firm overseeing more than $44 billion* in assets under management, today announced the election of Mary Stengel Austen and Roger A. Sayler, CFA, to its Board of Directors. Following the appointment of Ms. Stengel Austen and Mr. Sayler, effective January 1, 2024, the Board comprises 16 Directors.

Glenmede, a privately held and independently owned wealth and investment management firm, today announced the appointment of Bethany Bryant as Regional Director of the Cleveland, Ohio office, reporting to Adam Douberly, Director of Regional Markets.

Glenmede, a leading investment and wealth management firm overseeing more than $42 billion in assets under management,* today announced that Peter J. Zuleba III, President of The Glenmede Trust Company, has assumed the role of Chief Executive Officer. He succeeds Gordon B. Fowler, Jr., who retired at the end of August of this year after serving as President and CEO for over 13 years.

Glenmede, a leading investment and wealth management firm overseeing more than $40 billion in assets under management (AUM), today announced the launch of the Glenmede Sustainable Investing Advisory Council. Comprised of industry-leading experts across the sustainable investing space, the new Advisory Council will leverage their unique backgrounds in academia, law, foundations and institutional investing to help Glenmede bolster its efforts in this dynamic and evolving space.

Glenmede, a leading investment and wealth management firm overseeing more than $40 billion in assets under management (AUM), today announced that it has signed a long-term lease to remain in One Liberty Place, located at 1650 Market Street. A tenant in the iconic downtown Philadelphia office building since 1994, Glenmede plans to relocate to higher floors in the fourth quarter of 2024.

Glenmede, a leading investment and wealth management firm overseeing $40.5 billion in assets under management (AUM), today announced the election of Gabrielle Bailey and Susan Mucciarone to the Glenmede Trust Company of Delaware Board.

Glenmede, a leading investment and wealth management firm overseeing more than $40 billion in assets under management (AUM), today announced the election of Ms. Frances W. Ferguson and Dr. Sean X. Wang to its Board of Directors. Following the appointment of Ms. Ferguson and Dr. Wang, effective January 1, 2023, the Board now comprises fifteen Directors.

Glenmede, a leading investment and wealth management firm overseeing more than $38 billion in assets under management, today announced that Susan Mucciarone, Executive Director of Private Wealth, will transition into a strategic advisory role at the end of December. Thomas Melcher, who currently serves as Director of Family Wealth and the New York Metro Region, will lead the Private Wealth Group starting in January of 2023. Mr. Melcher is located in Philadelphia.

Glenmede, a leading investment and wealth management firm overseeing $38.5 billion in assets under management, today announced that Gordon B. Fowler, Jr., President, and Chief Executive Officer, plans to retire at the end of August 2023. The Board of Directors has appointed Peter J. Zuleba, III to succeed Fowler.

Glenmede, a privately held and independently owned investment and wealth management firm, announced the appointment of Bridgette Becker as Relationship Manager, Wealth Advisory. Ms. Becker will report to Michael Hickey, Regional Director of Glenmede’s Washington, D.C. office.

Glenmede, a privately held and independently owned investment and wealth management firm, announced the appointment of Mark R. Parthemer as the Florida Regional Director, reporting to Adam Douberly, Director of Expansion Markets for Private Wealth. Mr. Parthemer has also been named Chief Wealth Strategist, reporting to David Plotts, Director of Wealth Strategy and Planning for the firm. Mr. Parthemer is based in Palm Beach, Florida, and is responsible for the continued buildout of Glenmede’s presence in the region.

Glenmede, a privately held and independently owned investment and wealth management firm, today announced the appointment of Kenneth Spruill as Managing Director and Team Leader of the Center for Family Philanthropy and Wealth Education. He will report to Nina Cohen, who is the Director of the Center and has led Glenmede’s Philanthropic Advisory business for more than a decade.

Glenmede, a privately held and independently owned investment management firm, today announced the appointment of Nicholas (Nick) A. Warren, CFA, as Chief Investment Officer of Glenmede's Endowment & Foundation Management business. Mr. Warren will be responsible for driving investment policy and strategy for more than $11 billion in assets under management. He succeeds Stephen C. Lehman, CFA, who is retiring from Glenmede after more than 20 years of dedicated service. Nick will report jointly to Adam Conish, CFA, Director of Endowment & Foundation Management, and Peter Zuleba, CFA, Director of Investments.

Glenmede, a privately held and independently owned investment and wealth management firm, announced the appointment of Nina Cohen to the newly created role of Director of Diversity, Equity and Inclusion (DEI). As part of the firm’s continued commitment to DEI Ms. Cohen reports to Chief Executive Officer Gordon B. Fowler and is appointed a member of the company’s Management Committee.

Glenmede, a privately held and independently owned investment and wealth management firm, announced today that Elizabeth Eldridge, Director of Manager Research, has been named one of Citywire’s Most Influential Women in Due Diligence. This is Citywire's first year issuing an award to recognize women in due diligence.

Glenmede, a privately held and independently owned investment and wealth management firm, today announced that it has established a Private Wealth office in Pittsburgh, Pennsylvania as part of its targeted regional expansion strategy.

Glenmede, a privately held and independently owned investment and wealth management firm, today announced the appointment of David D. Legeay, CFA, as Managing Director and Senior Portfolio Manager. He will be based in Glenmede’s Cleveland office, and he will report to Lawrence Hatch, Regional Director of Ohio. In his role, Mr. Legeay will provide tailored investment advice within a distinctive wealth planning framework to serve the needs of individuals, families, endowments and foundations.