The Glenmede Trust Company

The Glenmede Trust Company, founded in 1956 by the Pew family, is an independent investment and wealth management firm based in Philadelphia, Pennsylvania. As a national trust company, Glenmede is chartered under the National Bank Act and regulated by the Office of the Comptroller of the Currency. The firm specializes in providing a range of wealth advisory services, including estate planning, retirement planning, financial and tax planning, inter-generational wealth transfer, and consolidated manager reporting. In addition to its wealth management services, Glenmede engages in direct investments and fund of funds investments, catering to the needs of individuals, families, family offices, and endowments.

http://www.glenmede.com

https://facebook.com/glenmede

https://linkedin.com/company/glenmede

https://twitter.com/glenmede

Bell, Ann Marie

Chief of Staff and Director of Engagement

Melissa Burke JD

Managing Director

Mark Busher

Regional Director, Pittsburgh and Member of the Private Wealth Leadership Team and Private Wealth Operating Committee

John Church

Director of Endowment and Foundation Relationship Management and Member of the E&F Investment, E&F Operating and the Manager Research and Private Investment Committees

Adam Conish

Director of Endowment and Foundation

Adam T. Douberly

Regional Director of Private Wealth Group and Member of the Technology and Operations Management and Fiduciary Practices Committees

Lawrence Hatch JD

Ohio Regional Office Director and Senior Relationship Strategist

Michael Hickey

Regional Director and Member of the Private Wealth Operating Committee

Doris Hogan

Managing Director of Wealth Advisory

Russell Holladay

Managing Director

Kohout, Barry D.

Managing Director, Alternative Assets

Laura LaRosa

Executive Director of Client Development, Managing Director and Member of the Management Committee

Robert Maxwell

Director of Estate and Trust Settlement Managing Director

Scott W. McGough

Regional Director for Private Wealth

Thomas Melcher

Managing Director and Director of Private Wealth

Greg Millhauser

Managing Director and Portfolio Manager, Private Investments (Private Equity / Venture Capital)

John Phillips

Managing Director

David Plotts

Managing Director and Director of Wealth Strategy and Family Wealth at Glenmede

Adam Psichos

Senior Relationship Strategist and Managing Director

Matthew Shannon

Small Cap Equity - Research Analyst

Kenneth Spruill

Managing Director and Team Leader, Center for Family Philanthropy and Wealth Education

Joseph J. Stoll

First Vice President

Kenneth Trippe

Director of Private Investments and Managing Director

Laura Williamson

COO and Managing Director

Timothy M. Woolley

Managing Director and Relationship Manager

Peter Zuleba III

CEO, President, Member of Executive Committee and Board Member

3 past transactions

Adero

Series B in 2017

Adero, Inc. is a technology company that specializes in developing intelligent organization systems to help individuals locate lost or misplaced items. Founded in 2008 and based in Goleta, California, Adero offers a Bluetooth-based tracking device that utilizes low-power wireless sensors compatible with various platforms, including iPhone and Android devices. The company's mobile application allows users to track their belongings, aiming to reduce stress and enhance organization in daily life. Adero was previously known as TrackR, Inc. and rebranded in October 2018. The company has received recognition for its innovative solutions, 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.

Hired

Series C in 2016

Hired Limited operates an online marketplace that connects technical talent with recruiting companies in the United Kingdom and internationally. Established in 2018 and based in London, Hired offers a platform where users receive objective guidance from dedicated Talent Advocates throughout the interview process. This allows candidates to compare job opportunities, enabling informed career decisions. For employers, Hired provides access to a curated pool of candidates actively seeking new roles, along with transparency into competing offers, facilitating a more informed recruitment process. The platform aims to enhance the efficiency and effectiveness of hiring, offering a more enjoyable experience compared to traditional methods.

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