Teams at Glenmede

Manage private wealth client relationships through integrated wealth management advice, fiduciary administration, trust and investment account oversight, and client communications. Prepare wealth plans, trust reviews, and recommendations; coordinate with attorneys, CPAs, portfolio managers, and other advisors. Support business development, referrals, staff supervision, fiduciary compliance, and firm-wide initiatives.

Conduct fundamental research on large-cap companies, analyzing financial statements, valuations, industries, and market trends. Support portfolio construction, rebalancing, tax-loss harvesting, risk monitoring, performance attribution, and compliance for private wealth equity portfolios and separately managed accounts. Prepare investment communications, strategy reviews, and client materials while partnering with portfolio managers and leadership. Use FactSet, Bloomberg, AI-enabled tools, and CRIMS to develop investment insights and manage portfolio exposures.

Leads strategic finance, financial modeling, growth analysis, compensation design, and annual compensation administration. Partners with the COO, Finance, HR, and senior business leaders to support resource allocation, incentive programs, executive decisions, and KPI reporting. Manages one direct report and serves as a cross-functional finance and compensation subject matter expert.