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Nome | Título | Desde | Até |
---|---|---|---|
Mark Livingston | - | 2016 | Agora |
Biografia | Matthew Shannon, CFA is a Portfolio Manager on the Fundamental Small/Mid Equity Team at Glenmede Investment Management LP (GIM) where he is responsible for portfolio management and original equity research on the Small Cap, SMID Cap and Mid Cap Equity strategies. Prior to this role, Mr. Shannon served as a Research Analyst for the Small and Mid Cap equity strategies. Before joining GIM, Mr. Shannon was a Portfolio Management Associate for The Glenmede Trust Company, N.A. (GTC). In this role, he assisted portfolio managers with investment allocation for client portfolios. Mr. Shannon graduated from Pennsylvania State University Smeal College of Business, with high distinction, receiving his B.S. in finance with a minor in statistics. He earned honors in finance from Schreyer Honors College. He is a CFA® charterholder. | ||
John R. Kichula | Director | 2015 | Agora |
Biografia | John R. Kichula is a Portfolio Manager on the Fundamental Large Cap Team at Glenmede Investment Management LP. He is responsible for management and portfolio construction of the Strategy Equity and Equity Income strategies. Mr. Kichula joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 2002 as a research analyst. Prior to joining GTC, Mr. Kichula was a vice president and member of the emerging value team at BlackRock, Inc., managing small- and mid-cap equity funds. He was previously employed by Palisade Capital Management, LLC, M.A. Schapiro & Co., and Salomon Brothers Inc. Mr. Kichula is a magna cum laude graduate of Brown University with a Sc.B. in Applied Mathematics and Economics. He is a CFA® charterholder. | ||
Peter J. Zuleba | first Vice President, Senior Portfolio Manager | 2004 | 2016 |
Biografia | Peter J. Zuleba, III, CFA, Director of Investment Management of Glenmede , is primarily responsible for the management of the Strategic Equity Portfolio. Mr. Zuleba has managed the Portfolio, and has been employed by Glenmede and its predecessors as the Director of Equity Research since 2004. Prior to that time, Mr. Zuleba was employed by J.P. Morgan Chase and Co. where he created and managed the company’s large cap growth equity strategy. Since 2015, John R. Kichula, Director of Fundamental Equity Research of the Advisor, has managed the Strategic Equity Portfolio along with Mr. Zuleba. Mr. Kichula joined the Glenmede Trust in 2002 where he worked as a research analyst. Zuleba holds the Chartered Financial Analyst designation. | ||
Gordon B. Fowler | Managing Director, CIO | 2003 | 2007 |
Biografia | Fowler has been employed by the Glenmede Advisor and Glenmede Trust since 2003. From 1981 until joining the Advisor and Glenmede Trust, he was employed by J.P. Morgan Private Bank, and most recently served as managing director and chief investment officer. He serves as chair of the investment policy committee and stock selection committee, and from that perspective has input into the management of the Portfolio. | ||
Thomas R. Angers | Portfolio Manager, Assistant Vice President | 1998 | 2002 |
Biografia | Angers is a portfolio manager and an assistant vice president with Independence Capital Management Inc. Prior to joining the firm in 1990, he spent three years as an assistant vice president with Meritor Savings Bank and seven years as an investment analyst with General Accident Group. Angerssays that the keys to successful investing are diversification and of an approach based on sound fundamental and theoretical underpinnings. | ||
Bruce D. Simon | CIO | 1998 | 2002 |
Biografia | Simon is currently a chief investment officer of the high net worth division of The Glenmede Corporation, his employer since 1994. | ||
John W. Church | Senior Vice President, CIO | 1993 | 1998 |
Biografia | Church is a senior vice president and chief investment officer of Glenmede Trust Company, his employer since 1979. Previously, he spent 16 years as a vice president for equity strategy with Girard Bank, and two years as a portfolio manager with Franklin Cole & Company. Church describes himself as a value investor. Church is a member and former president of the Philadelphia chapter of the Financial Analysts Federation. He also belongs to the Philadelphia Securities Association. |
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