Managing Director of Client Development
Glenmede Investment Management LP is a registered investment advisor dedicated to providing innovative investment management. 50-Year Tradition of Independent Ownership Builds on Glenmede's 50-year history of independent ownership and continues its time-tested investment process. Innovative Equity and Fixed Income Strategies Creates and manages innovative investment products, like our recently introduced long/short equity strategies. Integrated Investment Process Employs a time-tested combination of fundamental and quantitative factors, a long-term investment horizon, and a rigid sell discipline. Accomplished Investment Professionals Manages over $6 billion of client assets and is headed by chief investment officer Gordon Fowler and seven senior investment professionals who are in the prime of their career.
Engaging, innovative Senior Executive Financial Services Leader known for skill in developing and leading high performance teams within portfolio management, fixed income and client development. Experience spans 20 plus prestigious years with entities such as Glenmede Trust, W.H. Newbolds and Janney Montgomery Scott. Resilient, determined senior director who has deep gratitude and respect for the challenges and opportunities facing women in business. Tapped throughout career to lead significant turnaround and change management efforts to drive business and people growth. Involved and passionate community advocate in roles with key community and non-profit institutions. Seeking opportunities to expand board and community leadership engagement. ◄Portfolio Management► As Director of Portfolio Management for Glenmede streamlined the approaches to portfolio and relationship management to gain efficiencies in both workflow and overall business growth. Developed a large team of 60 investment professionals across $17B in assets. ◄Investment Expertise Policy & Strategy► Quoted and identified frequently as an investment and markets expert in business and financial media including Fox Business, The Philadelphia Business Journal, Bloomberg, CNN Money, New York Times and Wall Street Journal. Influenced and served as a key contributing figure in investment strategy and policy particularly views around Glenmede’s Women in Leadership Program.◄Team Leadership & Development► Known for innate talents in identifying, teaching and mentoring staff to successively more responsible roles within the organization. Personally developed and led college grads from Williams, Penn State, Colgate and Brown to key positions at Glenmede including successor for the Director of Portfolio Management role.◄Fixed Income Management► Directed Fixed Income Management, team of 60 and oversaw more than $7B under management during volatile period for the US economy and Glenmede clients.
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