Patrick Sewards, CFA, CFP®, is currently the Vice President Relationship Manager in Portfolio Management at Glenmede. With a Bachelor of Science in Economics from Penn State University, Patrick previously held key positions at BlackRock, where significant contributions included driving the growth of multi-billion dollar portfolios and leading strategic marketing efforts. At Costello Asset Management, they served as an Investment Advisor, emphasizing personalized financial solutions and client education. Patrick's experience is further complemented by their role as Associate Director of Institutional Services at the National Philanthropic Trust, where they facilitated growth in Donor-Advised Funds through strategic collaboration with J.P. Morgan.
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