Investment and Portfolio Management

The Investment and Portfolio Management team at Glenmede is responsible for developing and executing investment strategies, managing client portfolios, and providing tailored financial solutions for private and institutional clients. This team conducts research on sustainable and impact investing, oversees private investments, and ensures optimal asset allocation and tax-efficient wealth planning to meet the diverse needs of their clients. They play a critical role in managing and growing the assets under Glenmede's stewardship, leveraging their expertise to deliver personalized investment management services.