Glenmede Appoints 20-Year Industry Veteran, Brian K. Green, CFA, Director of Family Wealth
New Leadership for Family Wealth Team Demonstrates Continued Dedication to Multi-Generational, Ultra High-Net-Worth Families and Entrepreneurial Private Clients
(firmenpresse) - PHILADELPHIA, PA -- (Marketwired) -- 09/03/15 -- Glenmede, a privately-held and independent investment and wealth management firm, announced the appointment of Brian K. Green, CFA, as Director of the Family Wealth practice. In this role, Mr. Green will advance the firm''s investment and wealth management practice for entrepreneurial clients and multi-generational families, including the development and management of personalized and comprehensive investment management, advisory and planning services. Mr. Green will lead the Family Wealth team from the firm''s Philadelphia headquarters.
"Brian''s expertise as an investment professional, his understanding of the complex issues clients face in managing and structuring their wealth for future generations, and his dedication to clients eminently qualify him for this important leadership role at Glenmede," said Susan Mucciarone, Director of Wealth Advisory at Glenmede. "He brings deep experience and a demonstrated track record of creating novel solutions to solve complex client issues, and a level of integrity that aligns with Glenmede''s core values."
Mr. Green joined Glenmede as a senior Relationship Manager in Portfolio Management last year and will report to Ms. Mucciarone in his new role. Prior to joining Glenmede, Mr. Green held a number of senior-level advisory roles at BNY Mellon and JPMorgan Chase & Co. He served as a lead advisor to some of the largest family relationships, while also developing and managing multi-asset class investment solutions and orchestrating turnarounds for several underperforming investment strategies. He earned an M.B.A. from Columbia Business School and an M.B.A. from the London Business School. He earned bachelor''s degrees in both Accounting and Finance from the University of Arkansas at Fayetteville. He is an advisory board member for the Garrison Financial Institute and member of the CFA Institute.
Founded in 1956 by the Pew family to manage their charitable assets, Glenmede Trust Company, N.A., ("Glenmede") is among the nation''s leading investment and wealth management firms. The company oversees $30 billion of investable assets under management for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Ohio, Delaware, New Jersey, New York and Washington DC. For further information, please visit .
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Datum: 03.09.2015 - 08:00 Uhr
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