Investment and Portfolio Management
About
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.
Team members
Adam M. Conish
Director of Endowment & Founda...
Anju Suresh
Investment Specialist, Sustain...
Anthony Albuquerque
Portfolio Manager, Private Inv...
Brendan Lloyd
Managing Director, Platform So...
Caroline A. Wyspians...
Relationship Manager, Portfoli...
Charles Adonizio
Management Associate, Endowmen...
Christopher Sannini
Vice President - Application M...
Dave Deuel
Managing Director, Director Of...
David K. Plotts
Director of Wealth Planning & ...
Greg M. Millhauser
Portfolio Manager of Private I...
Ilona Vovk
Investment Strategy Officer
Jason Pride
Chief Investment Officer for P...
Jeremy Telepun
Managing Director | Director O...
John W. Church
Director, Endowment & Foundati...
Julia Fish
Investment Specialist, Sustain...
Kenneth B. Trippe
Director of Private Investment...
Mark Hays
Director of Sustainable & Impa...
Melanie Fornes
Research Analyst, Sustainable ...
Melissa L. Burke
Director of Personal Tax & Man...
Michael T. Reynolds
Investment Strategy Officer
Paul T. Sullivan
Portfolio Manager
Peter J. Zuleba
Director of Investments & Mana...
Richard W. Gale
Relationship Manager, Portfoli...
Stephen R. Burns
Relationship Manager, Endowmen...
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