Glenmede - Investment and Wealth Management

Management/Administration

• Gordon B. Fowler, Jr. - President and Chief Executive Officer, Chief Investment Officer
  

  Gordon B. Fowler Jr., is President and Chief Executive Officer of Glenmede and a Director of The Glenmede Trust Company, N.A. With more than $20 billion of assets under management, Glenmede remains independent  and exclusively focused on the business of investment and wealth management.

  Mr. Fowler also serves as Glenmede’s Chief Investment Officer. In this role, he is responsible for investment strategy, fund management and research.

  Mr. Fowler joined Glenmede in 2003 following a more than twenty-year career with J.P. Morgan where he served in several management positions, including as Global Head of Investment Management of the Private Bank and as Head of Quantitative Equity Management for the institutional asset management group.
   
  Over the course of his career, he has been responsible for the development of numerous equity and asset allocation strategies, and has authored and co-authored several pioneering articles on private client and institutional investing.

  Mr. Fowler received a B.A. from Brown University in 1981 and a M.S. from New York University Graduate School of Business in 1985. He is a board member of Philadelphia Futures and the Curtis Institute of Music and a member of the investment working group for the Church Pension Fund and the Investment Committee for the Princeton Theological Seminary.

• Mary Ann B. Wirts - Chief Administrative Officer
  Mary Ann B. (Sally) Wirts is Chief Administrative Officer of Glenmede Investment Management LP (GIM) and she is a Managing Director of The Glenmede Trust Company, N.A. (GTC), GIM's parent company. Her primary responsibility is oversight of the investment professionals for both areas of Glenmede.

  She also serves as the President of The Glenmede Fund, Inc. and The Glenmede Portfolios, and she is a member of  GTC's Investment Policy Committee.

  Mrs. Wirts has been employed at GTC for over thirty years in a variety of positions of increasing responsibility, including Director of Fixed Income. 

  Educated at Vassar College, Mrs. Wirts serves on the boards of the Woodmere Art Museum, the Morris Animal Refuge and the Acorn Club.
   

Equities

• Sean Heron, CFA - Head Risk Management Trader and Portfolio Manager
  Sean E. Heron, CFA, is a portfolio manager for Glenmede Investment Management LP.   In addition to managing the Secured Options products, he leads a team responsible for providing clients with a full range of hedging and diversification strategies which incorporate the use of options, futures and other structured products.
  
  Mr. Heron began his career as an Options Specialist with Goldman Sachs.  In 2003, he left the firm to help former Goldman Sachs Managing Director Thomas McGowan launch McGowan Investors, LP.
  
  Mr. Heron graduated from LaSalle University with a B.A. in Finance and an M.B.A in Accounting.  He received his Chartered Financial Analysts designation in 2004.
  
  Mr. Heron is a member of the Financial Analysts of Philadelphia and the CFA Institute and serves as an instructor for the CFA Exam and as an Adjunct Professor at Rutgers University.

• Peter J. Zuleba, III, CFA - Director of Investment Management
  

  Peter J. Zuleba, III, CFA, is Director of Investment Management for Glenmede Investment Management LP. In this position, he is responsible for the quantitative and qualitative equity research groups as well as all model equity portfolios, taxable and tax-exempt fixed income research, risk management strategies, the trading department, and Glenmede Investment Management's fixed income and equity products.  He is also the lead portfolio manager for the Glenmede Strategic Equity Fund and the Strategic Growth product, where he combines a quantitative discipline with fundamental research insights. Also, he co-chairs the Company’s Investment Review Committee.

  Mr. Zuleba joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 2004 as a senior portfolio manager.

  Prior to joining Glenmede, Mr. Zuleba had been employed at J.P. Morgan Chase and Co. for over fifteen years. Most recently, he created and managed the company's large cap growth equity strategy, with assets under management of over $800 million. In addition, he managed discretionary assets for the company's private individual clients, endowments and foundations, communicating investment strategies and portfolio performance to existing and prospective clients.

  Mr. Zuleba received an M.B.A. from the University of Miami in 1995 and a B.S. in Business Administration from the University of Delaware in 1988. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the New York Society of Security Analysts.

• Vladimir de Vassal, CFA - Director of Quantitative Research/Portfolio Manager
  Vladimir de Vassal, CFA, is director of quantitative research for Glenmede Investment Management LP. He provides proprietary research and analytical support to domestic and international institutional funds, private equity, The Pew Charitable Trusts and high net worth clients of the parent company, The Glenmede Trust Company, N.A. (GTC). Mr. de Vassal and his team manage several quantitatively based equity portfolios, including five mutual funds and long / short strategies.
  
  Mr. de Vassal joined GTC in 1998 after serving as vice president and director of quantitative analysis at CoreStates Investment Advisors and as vice president of interest rate risk reporting/analysis, at CoreStates Financial Corp.
  
  Graduating with highest honors from Drexel University in 1982, Mr. de Vassal received a B.S. with dual majors in Finance and Accounting. At that time, he was given the Outstanding Student in Accounting and Finance Award. He received an M.B.A. from Drexel University in 1987, majoring in investment management. In 1992, he earned the Chartered Financial Analyst designation.
  
  He is three-time winner of the Philadelphia Prize awarded by the Financial Analysts of Philadelphia for articles addressing investment insight. In addition, Mr. de Vassal has published extensively in periodicals such as Barron's, The Journal of Wealth Management, The Journal of Portfolio Management, Worth and The Journal of Fixed Income. He is a frequent speaker at investment conferences and universities, including the Wharton School at the University of Pennsylvania, Princeton, Penn State and Drexel.
  
  Mr. de Vassal resides in Gwynedd Valley, Pennsylvania, with his wife and two children. He is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research).

• Jason Pride, CFA - Director of Investment Strategy
  Jason Pride is Glenmede’s Director of Investment Strategy. He is responsible for formulating investment policy and strategy, and serves as a leading member of the Investment Policy Committee which monitors and manages the firm’s asset allocation strategies.
   
  Previously, Mr. Pride spent nine years as Director of Research at The Haverford Trust Company. In this role, he managed Haverford’s quantitative and fundamental investment research efforts. He was a leading member of the Investment Selection Committee managing more than $5 billion in assets for individual clients, foundations, endowments and institutions. He was instrumental in the development, incubation, and launch of several new investment products used to expand the firm’s client offering.

  Mr. Pride is a regular guest commentator for local, regional and national media outlets, including: CNBC, Bloomberg, The New York Times, The Wall Street Journal, The Financial Times, Associated Press, Dow Jones and Reuters. He frequently presents at schools and conferences such as: The Wharton School of Business, Villanova University and the Money Management Institute.

  Mr. Pride earned a B.S. in Chemical Engineering and Management Science from Massachusetts Institute of Technology and holds the Chartered Financial Analyst designation. Prior work experiences include positions with Logan Capital Management and UBS Warburg Dillon Read, where he provided fundamental research analysis across leading industries.

• Robert J. Mancuso, CFA - Small Cap Portfolio Manager
  Robert J. Mancuso, CFA, is lead small cap portfolio manager for Glenmede Investment Management LP.
  
  Mr. Mancuso joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 1992 as a research analyst. In 1993, he became the Small Cap portfolio manager. Other responsibilities at Glenmede include establishing the alternative investment team in 1994; and from 1996-2000, serving as director of research.
  
  He came to GTC after working at the Penn Mutual Life Insurance Company for over fourteen years in a variety of positions of increasing responsibility.
  
  Mr. Mancuso earned the Chartered Financial Analyst designation in 1986, and he is a member of the Financial Analysts Federation of Philadelphia. He graduated from Drexel University in 1980 with a B.S. in Commerce and Engineering.

• Wade Wescott, CFA - Large Cap Portfolio Manager
  Wade Wescott, CFA, is a portfolio manager for Glenmede Investment Management LP. In addition to managing the Large Cap Value products, he conducts fundamental equity research in the Energy and Consumer Cyclicals sectors. Mr. Wescott joined the parent company, The Glenmede Trust Company, N.A. (GTC) in 2006.
  
  Prior to joining GTC, Mr. Wescott was a research analyst at Delaware Investments, with stock selection responsibilities for the Consumer Staples, Energy, and Basic Materials sectors in the Large Cap Value portfolios. Before that, he served as a senior research analyst at Gartmore Global Investments, also following large cap securities in the Consumer Cyclicals sector.
  
  Previously, Mr. Wescott managed Large Cap Value portfolios at Blackrock Inc., and the American Reinsurance Co. for approximately six years. He followed small and mid-cap value stocks for almost a decade at Reams Asset Management to begin his career.
  
  Mr. Wescott received an M.B.A. from Indiana University, and he received an M.S. in Economics from the University of Illinois at Champaign-Urbana. He earned a B.A. in Economics from Rowan College of New Jersey.
  
  A member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research), Mr. Wescott and his family reside in Thornton, Pennsylvania.

• Paul T. Sullivan, CFA - Portfolio Manager
  Paul T. Sullivan, CFA, is a portfolio manager for Glenmede Investment Management LP. His principal responsibilities include managing the Glenmede Large Cap 100 and Large Cap Growth mutual funds, managing separate accounts for institutional clients, and running and maintaining the Company's quantitative stock picking models.
  
  Mr. Sullivan joined the parent company, The Glenmede Trust Company, N.A. (GTC) in 1994.
  
  Prior to joining GTC, Mr. Sullivan was with SEI Investments where he was a supervisor in the mutual fund accounting department.
  
  A holder of the Chartered Financial Analyst designation, Mr. Sullivan received an M.B.A. from St. Joseph's University and a B.S. in Business Administration from Bloomsburg University. He is a member of the Financial Analysts of Philadelphia and the CFA Institute (formerly AIMR, the Association for Investment Management and Research).

• Christopher J. Colarik - Small Cap Portfolio Manager
  Christopher J. Colarik is a Portfolio Manager for Glenmede Investment Management LP. His primary responsibility is managing the Small Cap Equity product. 

  Mr. Colarik joined the parent company, The Glenmede Trust Company (GTC), in 1997 as head of the institutional portfolio analytics group. His responsibilities included portfolio analysis and the oversight of AIMR compliance. In 2000 he joined the portfolio management team of the Large Cap Value product, and in 2001, he assumed his current responsibilities with the Small Cap Equity product.

  Prior to joining GTC, Mr. Colarik spent over two years at Brandywine Asset Management, now Brandywine Global.

  A resident of Chadds Ford, Pennsylvania, Mr. Colarik earned a B.S. in Economics from the University of Delaware in 1995.  He is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research) and The Financial Analysts of Philadelphia.

• Adam T. Douberly, CFP - Portfolio Manager
  Adam T. Douberly is an investment officer and portfolio manager in Glenmede’s Philadelphia office. In this role, Mr. Douberly provides investment advice and manages the portfolios of the Company's affluent individual clients.

  Mr. Douberly began his career at Glenmede in our Princeton office in 2005. While there, he served as a sales and marketing assistant. Prior to joining Glenmede, Mr. Douberly was an analyst for Dow Jones & Company.

  He received a B.S. in Economics, cum laude from the University of Florida.  He also attended the Pennsylvania Bankers Association School of Fiduciary Services, Investments, and Wealth Management at Bucknell University.

  A Philadelphia resident, Mr. Douberly currently volunteers with Glenmede’s City Year Corps. 

• John R. Kichula, CFA - Research Analyst
  John R. Kichula is a research analyst for Glenmede Investment Management LP. He conducts equity research, focusing on companies in the financial services industry.
  
  Mr. Kichula joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 2002 as a research analyst.
  
  Prior to joining GTC, Mr. Kichula was a vice president and member of the emerging value team at BlackRock, Inc., managing small- and mid-cap equity funds with primary responsibility for the financial services industry. He has also been employed by Palisade Capital Management, LLC, M.A. Shapiro & Co., and Salomon Brothers Inc. At each institution, Mr. Kichula assumed increasing responsibilities while focusing on the financial services industry.
  
  Mr. Kichula is a 1991 magna cum laude graduate of Brown University with a Sc.B. in applied mathematics and economics. He and his family reside in Media, Pennsylvania, and he is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research).

• R. Bradford Hoopman - Research Analyst
  R. Bradford Hoopman is a research analyst for Glenmede Investment Management LP. He conducts equity research principally in the technology and telecommunication sectors.
  
  Mr. Hoopman joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 2003 as a research analyst.
  
  Prior to joining GTC, Mr. Hoopman was a senior analyst and portfolio manager at Gardner Lewis Asset Management. While there, he researched and managed a $190 million portfolio consisting of small, mid and large cap stock positions. Before that, he held a variety of positions of increasing responsibility at PNC Bank, lastly managing the technology sector of the BlackRock Small Cap Growth Equity Fund.
  
  A resident of West Chester, Pennsylvania, Mr. Hoopman received a B.S., Business Administration, from the University of Richmond with concentrations in finance and marketing. He is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research) and the Financial Analysts of Philadelphia.

• Alexander R. Atanasiu - Research Analyst
  Alexander R. Atanasiu is a quantitative research analyst for Glenmede Investment Management LP. His principal responsibilities include stock ranking screens, multifactor stock optimizations, leading indicator analysis, and developing tools for analysts and portfolio managers.
  
  Alex began his professional career as an intern at the parent company, The Glenmede Trust Company, during the summer of 2005. He was subsequently hired as a full-time analyst in September 2005. A graduate of Swarthmore College, Alex holds dual degrees: a B.S. in Engineering and a B.A. in Physics. He was the Barcus and Belleville Scholar at Swarthmore.
  
  In addition to extensive practical and research experience as a student in both physics and engineering, Alex is an accomplished cellist. He has soloed with orchestras in several European cities and won first prize for cello at the Anemos International Competition in Rome in 2000.

• Mark Livingston, CFA - Research Analyst
  Mark Livingston is a research analyst for Glenmede Investment Management LP.  He conducts equity research primarily focusing on companies in the consumer discretionary and educational sectors.
   
  Prior to joining Glenmede in 2010, Mr. Livingston was an Associate Director of Equity Research at UBS, focusing on the gaming and leisure industries. Prior to UBS, Mr. Livingston was an Associate in Equity Research at Lehman Brothers in New York City, covering the machinery industry. 

  Mr. Livingston received an M.B.A. from New York University and a B.B.A. from the University of Michigan. In 2008, Mr. Livingston earned the Chartered Financial Analyst designation. He and his family reside in Haverford, PA.

• Keith B. Peter - Research Analyst
  Keith B. Peter is an Equity Analyst with Glenmede Investment Management LP. In this role, he conducts fundamental research in the health care and consumer staples sectors for Glenmede’s equity portfolios. Mr. Peter focuses on creating additional value within his sectors through bottom-up security analysis.

  Prior to joining Glenmede, Mr. Peter was an associate at Barton Investment Management, LLC where he conducted equity research and business development for a concentrated manager. He previously held investment and analyst positions with two Philadelphia-based hedge fund companies.

  A former United States Navy officer, Mr. Peter received a B.S. in Economics from the The Wharton School of the University of Pennsylvania. In 2012, he successfully passed the Level III CFA examination.

Fixed Income

• Scott McGough - Director of Fixed Income Management
  Scott W. McGough, CFA, CFP® is Director of Fixed Income Management with responsibility for the Company’s tax-exempt and taxable fixed income management. He directs a team of traders, portfolio managers, credit analysts and risk strategy professionals, overseeing more than $7 billion of assets under management. 

  Previously, Mr. McGough was the Tax-Exempt Fixed Income Manager, responsible for selection and management of the fixed income portion of investment portfolios of the Company’s affluent individual investors. Prior to joining Glenmede in 1998, Mr. McGough was a fixed income portfolio manager and trader with General Accident Insurance for over five years. While at General Accident, he analyzed and traded various fixed income products including U.S. Treasuries, agencies, corporate securities, municipals, non-rated securities and non-dollar denominated debt.
  
  Mr. McGough earned his M.B.A. in Finance from Temple University, and he graduated with honors from Albright College, where he earned a B.S. in Business/German. Mr. McGough retains the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations and is currently a member of the Financial Analysts of Philadelphia and the CFA Institute (formerly AIMR, the Association for Investment Management and Research).

• Stephen J. Mahoney - Fixed Income Portfolio Manager
  Stephen J. Mahoney is lead fixed income portfolio manager for Glenmede Investment Management LP. He is primarily responsible for management of tax-exempt, institutional fixed income portfolios.
  
  Mr. Mahoney joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 1999 to contribute his specialized knowledge of corporate bonds to GTC's institutional, tax-exempt portfolios.
  
  Prior to joining GTC, Mr. Mahoney was a fixed income portfolio manager with 1838 Investment Advisors. Before that, he spent ten years with The Vanguard Group's fixed income trading desk. Throughout his career, Mr. Mahoney has managed an assortment of fixed income securities, including money market instruments, U.S. Treasuries, corporate securities, Agency securities and derivative products.
  
  A resident of Valley Forge, Pennsylvania, Mr. Mahoney received an M.B.A. in finance from Saint Joseph's University. He was the recipient of The Financial Executives Institute Award at commencement at Widener University, where he earned a B.S. with academic honors in finance. He is a member of the Financial Analysts of Philadelphia, the CFA Institute (formerly AIMR, the Association for Investment Management and Research), and the Institutional Investor Fixed Income Forum.

• James J. Balazsy - Municipal Credit Analyst and Portfolio Manager
  James J. Balazsy, Jr. is a municipal credit analyst and Portfolio Manager for Glenmede Investment Management LP (“GIM”). In this role, he provides analysis on municipal issuers and oversees management of GIM’s Muni Intermediate and New Jersey Muni portfolio funds.

  Prior to joining Glenmede, Mr. Balazsy had a 20-year career with Victory Capital Management based in Cleveland, Ohio, where he most recently served as the Director of Fixed Income Research.

  Mr. Balazsy earned his B.A. in Economics from Baldwin- Wallace College and a M.B.A from Case Western Reserve University Weatherhead School of Management. He is a published author on the securities markets, credit analysis, time series forecasting, interest rates and economic trends and is an active member of the National Federation of Municipal Analysts. Additionally, Mr. Balazsy was an adjunct professor of Micro and Macro Economics at Cuyahoga Community College.

  Before relocating to Philadelphia, Mr. Balazsy had served on the Board of the Ohio Municipal Advisory Council and the Cleveland Association for Business Economics.

• John F. Thomas, CFA - Fixed Income Portfolio Manager
  John F. Thomas, CFA, is a portfolio manager for Glenmede Investment Management LP. He is primarily responsible for bond analysis and trading for the institutional fixed income portfolios.
  
  Mr. Thomas joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 1998 as an account administrator. He also served as manager of performance measurement for all investment products prior to his current position.
  
  Before joining GTC, Mr. Thomas was with SEI Investments for five years where he was responsible for financial reporting and supervision of international mutual funds.
  
  Mr. Thomas received a B.S. from West Chester University and received the Chartered Financial Analyst designation in 2002. He is a member of the Financial Analysts of Philadelphia and the CFA Institute (formerly AIMR, the Association for Investment Management and Research).

Client Service/Marketing

• Jeffrey Coron - Director of Institutional and Intermediary Distribution
  Jeffrey Coron is Director of Institutional and Intermediary Distribution of Glenmede Investment Management (GIM), a wholly-owned subsidiary of Glenmede. In this role, Mr. Coron’s primary responsibility will be the placement of investment strategies on intermediary platforms and the development and retention of institutional and consultant relationships.

  Prior to joining Glenmede, Mr. Coron was a Senior Vice President with Advisors Asset Management, Inc., where he led both the Relationship Management and Business Development Groups. Previously, he was the Managing Director and Head of Private Wealth and Institutional Distribution at NatixisAsset Management in Boston, MA. Mr. Coron has more than 20 years of experience in asset management distribution.

  Mr. Coron earned a Bachelor of Science degree in finance from Elizabethtown College. He obtained his Certified Investment Management Analyst (CIMA) designation through The Wharton School of the University of Pennsylvania.

• Kimberly C. Osborne - Client Service Manager
  Kimberly C. Osborne is a client service manager for Glenmede Investment Management LP (GIM). Her primary responsibilities include administration of the Glenmede Fund, Inc. and management of investment consultant relations.
  
  Prior to assuming her position at GIM, Ms. Osborne was vice president and mutual fund coordinator of GIM's parent company, The Glenmede Trust Company, N.A. (GTC). In this position, she was responsible for administration of GTC's proprietary mutual funds, including oversight of the Fund's custodian, administrator, accountant, transfer agent, legal counsel, and auditors.
  
  Prior to joining Glenmede in 1993, Ms. Osborne was a client service officer for Mutual Funds Service Company in Boston, Massachusetts. She earned a B.S. in Finance from St. Joseph's University, and she and her family live in Ambler, Pennsylvania.

• Rosemarie J. Kane - Client Service and Portfolio Execution Manager
  Rosemarie J. Kane is client service and portfolio execution manager for Glenmede Investment Management LP. In this position, she is responsible for trading and administration of the Company's wrap accounts.
  
  Ms. Kane has been with the parent company, The Glenmede Trust Company, N.A. (GTC), for over twenty years. Prior to her current position, she was an equity trader with GTC for over twelve years.
  
  Ms. Kane is currently enrolled in the undergraduate degree program at the University of Pennsylvania majoring in business. A resident of Maple Shade, New Jersey, she is a member of the Investment Traders Association of Philadelphia.

• A. Carolina Jolly - Relationship Manager, Sales and Consultant Relations
  A. Carolina Jolly is a Relationship Manager in the Institutional Sales and Consultant Relations group at Glenmede Investment Management LP (“GIM”).  Carolina works closely with the portfolio managers of GIM in the creation and distribution of all sales and marketing material to plan sponsors, managed accounts, mutual fund platforms, and consultants.

  Carolina came to Glenmede directly upon graduation from Williams College, where she earned a B.A. in Economics.  Subsequently she has passed all three levels of the Chartered Financial Analyst exams.

  A resident of the city of Philadelphia, Carolina works with White-Williams Scholars, an inner-city non profit, as an advanced mathematics tutor.