March 25, 2017 1:18 AM ET

Capital Markets

Company Overview of The Glenmede Trust Company, N.A.

Company Overview

The Glenmede Trust Company, N.A. is an asset management arm of The Glenmede Corporation. The firm also provides wealth advisory including estate, financial and tax planning, inter-generational wealth transfer, charitable planning, retirement planning, and consolidated manager reporting services to its clients. It provides its services to institutional investors, foundations, endowments, public funds, and retirement plans. The firm manages separate client-focused equity, fixed income, and alternative portfolios. It invests in the public equity, fixed income, and alternative markets across the globe. The firm primarily invests in stocks of large-cap and small-cap companies to make its equity i...

One Liberty Place

1650 Market Street

Suite 1200

Philadelphia, PA 19103-7391

United States

Founded in 1956

Phone:

215-419-6000

Key Executives for The Glenmede Trust Company, N.A.

President, Chief Executive Officer, Chief Investment Officer, Executive Vice President, and Director
Managing Director
Chief Operating Officer, Executive Vice President, and Member of Management Committee
First Vice President and Portfolio Manager
Managing Director and First Vice President of Philanthropic Advisory Services
Compensation as of Fiscal Year 2016.

The Glenmede Trust Company, N.A. Key Developments

Glenmede Announces Two Client Development Appointments in its New York Office

Glenmede announced the appointments of two experienced financial services professionals to its New York City office. Christopher Long, Business Development Director, and Christopher Tiano, Client Development Associate, will continue to develop and attract the growing pipeline of new business for families of substantial wealth, endowments and foundations by employing innovative investment and wealth management solutions. In his new role, Mr. Long will draw upon his deep experience managing and directing non-profits and investment firms catering to foundations and endowments. Most recently he served as president and CEO of the Intercollegiate Studies Institute. Mr. Tiano joins Glenmede from Basalt Infrastructure Partners. Prior to that position, he gained investment banking experience at DNB Markets and D.A. Davidson & Co.

Glenmede Names Lee P. Miller as Regional Director of Firm's New York Office

Glenmede has announced the appointment of Lee P. Miller as regional director of the firm's New York office. Miller joined Glenmede in 2009 as a senior relationship manager and a founding member of the New York office. In the new role as regional director, Miller will be responsible for managing the growth and day-to-day operations of the office and also for the continued development of the investment management and wealth advisory professionals serving the Greater Metropolitan Area. She will report to Howard E.N. Wilson, Glenmede's executive director of Relationship Management.

Glenmede Appoints Brian Green as Director of Family Wealth Practice

Glenmede announced that it has named Brian Green as director of its family wealth practice. Green will be responsible for expanding the firm's investment and wealth management practice for entrepreneurial clients and multi-generational families, including development and management of investment management, advisory and planning services. He will be based in Philadelphia and report to Susan Mucciarone, director of wealth advisory at Glenmede. Green, who joined Glenmede as a senior relationship manager in portfolio management in 2014, previously held several senior-level advisory roles at BNY Mellon and JPMorgan Chase & Co.

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