Glenmede
Grace Linyi Wei, CFA, FRM, is an experienced finance professional currently serving as Vice President of Private Wealth Portfolio Construction at Glenmede since November 2021. In this role, Grace structures and manages model portfolios for Private Wealth clients, collaborating with Portfolio Managers and Business Development to create proposals and perform analyses. Prior experience includes serving as Assistant Vice President and Senior Investment & Portfolio Strategist at PNC's Private Bank Hawthorn, where Grace conducted research for investment recommendations and led the Hawthorn Valuation Group. Earlier roles include Portfolio Risk Analyst at BlackRock, where Grace delivered risk analytics to clients, and Business Analyst Intern at HootBoard. Grace began the career with an auditing internship at IBM. Educational credentials include a Master’s degree in Financial Engineering from Temple University and a Bachelor of Science in Mathematics and Applied Mathematics from Renmin University of China.
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Glenmede
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Founded in 1956 by the Pew family to manage their charitable assets, The Glenmede Trust Company, N.A., (“Glenmede”) is among the nation's leading investment and private wealth management firms. The company oversees more than $41 billion in assets under management.