Glenmede
Robert Siewert, CFA, currently serves as the Managing Director and Practice Leader for Portfolio Management at Glenmede since October 2003, where oversight of the investment client experience and development of organizational capabilities are key responsibilities. Siewert also functions as a relationship manager and portfolio manager, focusing on holistic investment and wealth planning for clients. Prior to Glenmede, Siewert held positions at Victory Capital Management from October 1993 to October 2003, progressing through various roles in audit, compliance, and investment management, ultimately serving as a portfolio manager on the large cap value equity team. Siewert holds an MBA in Finance from the Weatherhead School of Management at Case Western Reserve University and a BA in Business from Baldwin-Wallace University.
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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.