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Phone: 215-419-6000
Our Locations
Cleveland Waterfront Panorama with Stadium, Museums and Cleveland Skyline
Cleveland, OH
216-378-2900 888-966-2900
Highland Centre
3900 Park East Drive
Suite 100
Beachwood, OH 44122-4344
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We are grateful for the relationships we’ve built over the past 30 years. Focused on our commitment to our clients and community, we pride ourselves on serving the greater Cleveland area.

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Bethany Bryant
Regional Director of Ohio Office

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Bethany Bryant

Bethany Bryant

Bethany J. Bryant

Bethany J. Bryant is Regional Director of Glenmede’s Cleveland, Ohio office. In this role, Ms. Bryant is responsible for strategic objectives as well as leading the team, focusing on providing tailored wealth planning solutions for high-net-worth individuals and families.

Prior to joining Glenmede, Ms. Bryant served as President of The Private Trust Company, N.A., an affiliate of LPL Financial, where she co-founded the company and set the strategic direction and growth initiatives. In addition to her role at The Private Trust Company, Ms. Bryant held other roles in planning, insurance and retirement at LPL Financial and was previously employed at Ernst & Young.

Ms. Bryant received her MBA from Cleveland State University and her Bachelor of Science at Bowling Green State University. She maintains her CPA license.

Ms. Bryant is actively involved in the nonprofit community, serving in various leadership roles at several organizations, including Treasurer on the Board of Trustees at the Laurel School for Girls, the Leadership Advisory Board at the Honors College of Bowling Green State University and President of Rejoice Lutheran Church.

Contact Info
216-514-7877
bethany.bryant@glenmede.com
Lee Miller

Lee Miller

Lee P. Miller

Lee P. Miller is Regional Director of Glenmede’s New York Metro region. In this role, she leads the Relationship Management team and oversees the day-to-day operations of this region. Ms. Miller also serves as a senior Relationship Manager and works with multi-generation families on wealth planning, family wealth education, and complex trusts.

An industry leader specializing in multi-generational wealth and legacy planning, trust administration, and philanthropy, Ms. Miller joined Glenmede as a founding member of the New York office.

Prior to joining Glenmede, Ms. Miller had served as a member of the Management Team of Threshold Group, a multi-family office, and previously as a Managing Director and Senior Fiduciary Officer for U.S. Trust’s Wealth Management Group.

Ms. Miller received her Bachelor of Arts degree, cum laude, in American history from the University of Pennsylvania, and her Juris Doctor degree at Emory University School of Law. She was sworn in at the U.S. Supreme Court. Ms. Miller writes and lectures on a diverse range of trust and wealth management topics.

Ms. Miller is a member of the Board of Trustees of Emory University, a Trustee of the Preservation League of NY State and serves on the Board of Governors of OFF the Record. She is an emerita docent at the Metropolitan Museum of Art where she is a member of the Professional Advisory Council. In 2015, she was selected as one of the ‘50 Most Influential Women in Private Wealth’ by Private Asset Management.

Contact Info
212-328-7331
lee.miller@glenmede.com
Lee Miller

Lee Miller

Lee P. Miller

Lee P. Miller is Regional Director of Glenmede’s New York Metro region. In this role, she leads the Relationship Management team and oversees the day-to-day operations of this region. Ms. Miller also serves as a senior Relationship Manager and works with multi-generation families on wealth planning, family wealth education, and complex trusts.

An industry leader specializing in multi-generational wealth and legacy planning, trust administration, and philanthropy, Ms. Miller joined Glenmede as a founding member of the New York office.

Prior to joining Glenmede, Ms. Miller had served as a member of the Management Team of Threshold Group, a multi-family office, and previously as a Managing Director and Senior Fiduciary Officer for U.S. Trust’s Wealth Management Group.

Ms. Miller received her Bachelor of Arts degree, cum laude, in American history from the University of Pennsylvania, and her Juris Doctor degree at Emory University School of Law. She was sworn in at the U.S. Supreme Court. Ms. Miller writes and lectures on a diverse range of trust and wealth management topics.

Ms. Miller is a member of the Board of Trustees of Emory University, a Trustee of the Preservation League of NY State and serves on the Board of Governors of OFF the Record. She is an emerita docent at the Metropolitan Museum of Art where she is a member of the Professional Advisory Council. In 2015, she was selected as one of the ‘50 Most Influential Women in Private Wealth’ by Private Asset Management.

Contact Info
212-328-7331
lee.miller@glenmede.com
Mark Parthemer

Mark Parthemer

Mark R. Parthemer

Mark R. Parthemer, JD, AEP®, ACTEC Fellow, is Glenmede’s Chief Wealth Strategist and Florida Regional Director. He is responsible for developing and communicating Glenmede’s position and strategy concerning tax, estate planning and fiduciary matters pertinent to clients and their advisors, as well as cultivating the growth and operations of Glenmede throughout Florida.

Prior to joining Glenmede, Mr. Parthemer served as Managing Director for TIAA and Managing Director and Senior Fiduciary Counsel for Bessemer Trust, working with ultra-high-net-worth clients to deliver sophisticated tax and estate planning advice and provide tailored guidance. His previous roles include partner at Duane Morris, LLP, and Senior Tax professional at PricewaterhouseCoopers.

Mr. Parthemer is a Fellow of the American College of Trusts Estates Counsel, and President of Florida Bankers Association Trust and Wealth Management Division. He is also Group Vice Chair for the American Bar Association, RPTE Trusts and Estate Practice Group and often faculty for the University of Miami’s prestigious Heckerling Institute. He earned a Bachelor of Arts and a Bachelor of Science from Franklin & Marshall College and Juris Doctor from The Dickinson School of Law, Penn State University.

Mr. Parthemer is a nationally recognized speaker and a frequently published author. He is an editor and columnist for the Journal of Financial Services Professionals and for the ABA’s Probate & Property magazine. He is often quoted on tax and estate planning matters in publications such as the Wall Street Journal, Barron’s, Bloomberg Tax and Kiplinger’s.

Contact Info
561-571-4917
mark.parthemer@glenmede.com
Scott McGough

Scott McGough

Scott W. McGough, CFA, CFP®

Scott W. McGough, CFA, CFP®, is a Regional Director for Glenmede Private Wealth. In this role, he leads Philadelphia’s wealth management practice for high-net-worth individuals and families, including the development and management of personalized and comprehensive investment management, advisory and planning services. Additionally, he serves as a member of the Company’s Investment Policy Committee and the Private Client Operating Committee.

Previously, Mr. McGough served as Glenmede’s Director of Fixed Income. He was responsible for managing tax-exempt and taxable fixed income, directing a team of traders, portfolio managers, credit analysts and risk strategy professionals and overseeing more than $7 billion of managed assets. Prior to joining Glenmede, Mr. McGough was a Fixed Income Portfolio Manager and Trader with General Accident Insurance, where he started his investment career. In this role, he analyzed and traded various fixed income investments including U.S. Treasuries, agencies, corporate securities, municipals, non-rated securities and non-dollar denominated debt.

Mr. McGough received his Master of Business Administration degree in finance from Temple University and a Bachelor of Science degree, cum laude, in business and German from Albright College. Mr. McGough holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations and is a member of the Financial Analysts of Philadelphia and the CFA Institute.

Mr. McGough has been a guest commentator for industry and national media outlets, including The Wall Street Journal, Bloomberg, The Bond Buyer and Dow Jones, and is a frequent speaker on investment strategy.

Contact Info
215-419-6973
scott.mcgough@glenmede.com
Elizabeth Protage Walsh

Elizabeth Protage Walsh

Elizabeth Protage Walsh

Elizabeth Protage Walsh is the Regional Director of Glenmede’s Princeton office. She leads the relationship management team and oversees the day-to-day operations of the office and the region. Ms. Walsh is also responsible for cultivating relationships with high-net-worth individuals and families as well as endowments, foundations and tax-exempt entities. She fosters and maintains existing client relationships, enhancing the company’s reputation as a specialized wealth manager.

Prior to joining Glenmede, Ms. Walsh served as a Senior Vice President and Wealth Director at Bryn Mawr Trust, where she established and led the company’s wealth management office in Princeton. Before joining Bryn Mawr Trust, she spent 29 years at PNC Wealth Management and its predecessor firms, with 25 of those years in Princeton.

Ms. Walsh is a graduate of Princeton University. She serves on the Board of the Princeton Symphony Orchestra, where she is Chair of the Development Committee and a member of the Executive Committee. She is also on the Advisory Board of the Griswold Center for Economic Policy Studies at Princeton University and on the Corporate Advisory Board of the Princeton University Art Museum.

Ms. Walsh previously served on the Boards of the Princeton Public Library Foundation, the Princeton First Aid & Rescue Squad, Corner House Foundation and the New Jersey State Museum, as well as the Asset Building and Professional Advisors Committees at the Princeton Area Community Foundation. She is a 2016 recipient of the YWCA Princeton Tribute to Women Award.

Contact Info
609-430-3124
elizabeth.walsh@glenmede.com
Michael Hickey

Michael Hickey

Michael K. Hickey

Michael K. Hickey is Regional Director of Glenmede’s Washington, DC office, which he has led since its establishment in 2014. In this role, he is responsible for managing client satisfaction and the growth and operations of the office and region. Mr. Hickey is a member of Glenmede’s Private Wealth Operating Committee.

Mr. Hickey brings over two decades of financial services experience to his position. Prior to joining Glenmede, he was a Financial Advisor for Bernstein Global Wealth Management. Previously, he was a Corporate Bond Trader with Credit Suisse First Boston and Salomon Smith Barney.

Michael is an active member of the Washington community, serving as a Board member for the Washington School for Girls, George Washington University Museum, Potomac Community Resources, and the Franciscan Monastery. He previously served as a board member for the CFA Society, World Affairs Council, and Association of Corporate Growth. He is a member of the Economic Club of Washington, D.C., and the Fathers of Daughters Club.

He received a Bachelor of Arts degree in English from Williams College and a Master of Business Administration degree from the University of Maryland’s Robert H. Smith School of Business.

Contact Info
202-292-3133
michael.hickey@glenmede.com
David Zakielarz

David Zakielarz

David T. Zakielarz

David Zakielarz is a Wealth Advisor in Glenmede’s Wilmington, Delaware office. In this role, he is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. Mr. Zakielarz partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled. Mr. Zakielarz also serves as President and CEO of The Glenmede Trust Company of Delaware.

Prior to joining Glenmede, Mr. Zakielarz was a Senior Trust Advisor and Team Lead at The Northern Trust Company of Delaware. Before that, he spent almost two decades at J.P. Morgan, serving a national base of clients across multiple disciplines, including traditional banking, investments and trust administration.

Mr. Zakielarz received a Bachelor of Science degree in law enforcement from George Mason University with a minor in economics. He received the Personal Financial Planning® designation from The University of California Los Angeles.

Mr. Zakielarz is a member of the Delaware Estate Planning Council, the Wilmington Tax Group and serves on the Archmere Academy Alumni Council.

Contact Info
302-661-4562
david.zakielarz@glenmede.com