Glenmede
Tolena Nelson, MSA, currently serves as a Tax Advisor and Management Associate at Glenmede, focusing on fiduciary tax since October 2021. Prior to this role, Tolena gained significant experience at DGC (DiCicco, Gulman & Company) as a Senior in the Private Client Group from May 2019 to September 2021. Tolena's career began at PricewaterhouseCoopers, where the position of Senior Associate was held in the Tax Associate - Private Company Services group, concentrating on high net worth individuals from July 2015 to May 2019, along with an earlier internship in Personal Financial Services in summer 2014. Initial experience in the field was developed as an Audit Intern at Purdy Powers and Company in summer 2013. Tolena holds a Master of Science in Accounting from Southern New Hampshire University and a Bachelor's Degree in Business Administration with concentrations in Accounting and French from the University of Rhode Island. Additionally, Tolena studied at KEDGE Business School in 2013.
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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.