Individuals and Families
At Glenmede, we provide thoughtful and intelligent investment and wealth management services for our clients: corporate executives, entrepreneurs, business owners and inheritors of wealth. Our clients come to us from all over the United States and span generations, but they share these goals: a desire to collaborate with a thoughtful partner and an interest in smart, sophisticated advice.
Our clients value our collaborative approach. We take the time to get to know our clients and their financial needs and concerns. This comprehensive process frames our investment policy decisions and allows us to build customized investment and wealth management strategies that align with each client’s objectives.
Contact us to learn more about Glenmede.
AT A GLANCE
- Privately owned and independent firm
- Founded in 1956 as fiduciary of The Pew Trusts
- Over $14 billion in family assets
- 6:1 client-to-employee ratio
- Clients in all 50 states
- Access to managers in both public and private markets
- Comprehensive family wealth advisory platform
Executive Director of Relationship Management