Glenmede

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.

Fareeha Arshad

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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