Glenmede
Jason Susini is a seasoned financial professional with extensive experience in fiduciary services and wealth management. Currently serving as Managing Director and Fiduciary Senior Advisor at Glenmede since June 2016, Jason has held previous roles as Senior Fiduciary Product Specialist at PNC from April 2011 to June 2016, Fiduciary Advisor at Wilmington Trust from September 2008 to April 2011, and Portfolio Manager at BNY Mellon Wealth Management from September 2007 to September 2008. Jason began his career at PNC Wealth Management, where roles included Trust Advisor and Trust Administrator from September 2002 to September 2007. Jason holds a Master of Laws in Taxation from Temple University's James E. Beasley School of Law (2011-2014), a Juris Doctor from Thomas R. Kline School of Law of Duquesne University (1999-2002), and a Bachelor of Science in Finance from Saint Vincent College (1994-1998).
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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.