Founded by the Pew family in 1956, Glenmede is an independent investment and wealth management firm based in Philadelphia. It offers a range of services including direct investments, fund investments, estate planning, retirement planning, financial planning, tax planning, inter-generational wealth transfer, and consolidated manager reporting.
Managing Director, Portfolio Manager and Relationship Manager, Portfolio Management
Ann Bell
Chief of Staff and Director of Engagement
Melissa Burke JD
Managing Director
Mark Busher
Regional Director, Pittsburgh
Adam Conish
Director of Endowment and Foundation
Adam Douberly
Regional Director of Private Wealth Group
Lawrence Hatch JD
Ohio Regional Office Director and Senior Relationship Strategist
Mark Hays
Director of Sustainable and Impact Investing and Managing Director
Doris Hogan
Managing Director of Wealth Advisory
Russell Holladay
Managing Director
Barry Kohout
Managing Director, Alternative Assets
Robert Maxwell JD
Managing Director
Scott McGough
Regional Director for Private Wealth
Thomas Melcher
Managing Director and Director of Private Wealth
Greg Millhauser
Managing Director and Portfolio Manager, Private Investments
Susan Mucciarone
Managing Director and Director of Private Client Relationship Management
John Phillips
Managing Director
David Plotts
Managing Director and Director of Wealth Strategy and Family Wealth
Adam Psichos
Senior Relationship Strategist and Managing Director
Matthew Shannon
Research Analyst
Kenneth Spruill
Managing Director and Team Leader
Joseph Stoll
First Vice President
Laura Williamson
COO and Managing Director
Howard Wilson
Executive Director of Relationship Management
Timothy Woolley
Managing Director and Relationship Manager
Peter Zuleba III
CEO, President, Member of Executive Committee and Board Member at The Glenmede Trust Company
3 past transactions
Adero
Series B in 2017
Adero, Inc. is a technology company based in Goleta, California, specializing in intelligent organization systems that help individuals locate lost or misplaced items. Founded in 2008 and originally known as TrackR, Inc., Adero offers a Bluetooth-based tracking device that employs low-power wireless sensors compatible with various platforms. The company aims to alleviate the stress associated with misplaced belongings by enabling users to track their items easily through a mobile application available for both iPhone and Android devices. Adero's innovative solutions have earned recognition, including being named one of Fast Company's Most Innovative Companies in 2019.
TrackR
Series B in 2017
TrackR develops apps, cloud databases, and small Bluetooth devices that help people locate their misplaced items. The company has shipped over 8 million devices and is sold in over 5,000 stores worldwide.
TrackR was ranked #45 by the Inc. 5000 list of fastest-growing companies, and is backed by the Revolution Growth, Foundry Group, Resolute Ventures, IncWell Venture Capital, Orange Fab, Amazon Alexa Fund, and others.
Vettery
Series C in 2016
Vettery operates an online hiring marketplace that connects employers with candidates and manages the entire recruitment workflow. The platform matches qualified job seekers with more than 4,000 companies through an automated, data-driven marketplace and uses machine learning models to track real-time data, monitor trends, and predict hiring behavior, enabling faster, more accurate hires. By linking hiring managers directly with candidates, Vettery aims to streamline the process and help employers scale teams with quality hires.
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