Glenmede - Investment and Wealth Management

Management/Administration

• Gordon B. Fowler, Jr. - President and Chief Executive Officer, Chief Investment Officer
  

  Gordon B. Fowler Jr., is President and Chief Executive Officer of Glenmede and a Director of The Glenmede Trust Company, N.A. With more than $20 billion of assets under management, Glenmede remains independent  and exclusively focused on the business of investment and wealth management.

  Mr. Fowler also serves as Glenmede’s Chief Investment Officer. In this role, he is responsible for investment strategy, fund management and research.

  Mr. Fowler joined Glenmede in 2003 following a more than twenty-year career with J.P. Morgan where he served in several management positions, including as Global Head of Investment Management of the Private Bank and as Head of Quantitative Equity Management for the institutional asset management group.
   
  Over the course of his career, he has been responsible for the development of numerous equity and asset allocation strategies, and has authored and co-authored several pioneering articles on private client and institutional investing.

  Mr. Fowler received a B.A. from Brown University in 1981 and a M.S. from New York University Graduate School of Business in 1985. He is a board member of Philadelphia Futures and the Curtis Institute of Music and a member of the investment working group for the Church Pension Fund and the Investment Committee for the Princeton Theological Seminary.

• Mary Ann B. Wirts - Chief Administrative Officer
  

  Mary Ann B. (Sally) Wirts is Chief Administrative Officer of Glenmede Investment Management LP (GIM). In addition, she is a Managing Director of The Glenmede Trust Company, N.A. (GTC), GIM's parent company.
  
  She also serves as the President of The Glenmede Fund, Inc. and The Glenmede Portfolios, and she is a member of GTC's Investment Policy Committee.
  
  Mrs. Wirts has been employed at GTC for over twenty-five years in a variety of positions of increasing responsibility, including Director of Fixed Income. 
  
  Educated at Vassar College, Mrs. Wirts serves on the board and is Secretary of the Woodmere Art Museum, a Trustee of the Morris Animal Refuge, board member and officer of the Acorn Club and the N.S.C.D.A. Commonwealth of Pennsylvania.

Equities

• Peter J. Zuleba, III, CFA - Director of Equity Management
  

  Peter J. Zuleba, III, CFA, is Director of Equity Management and a Managing Director for Glenmede. He is also the lead portfolio manager for the Glenmede Strategic Equity product, where he combines a quantitative discipline with fundamental research insights.
  
  Mr. Zuleba joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 2004 as a senior portfolio manager.
  
  Prior to joining GTC, Mr. Zuleba had been employed at J.P. Morgan Chase and Co. for over fifteen years. Most recently, he created and managed the company's large cap growth equity strategy, with assets under management of over $800 million. In addition, he managed discretionary assets for the company's private individual clients, endowments and foundations, communicating investment strategies and portfolio performance to existing and prospective clients.
  
  Mr. Zuleba received an M.B.A. from the University of Miami in 1995 and a B.S. in Business Administration from the University of Delaware in 1988. He holds the Chartered Financial Analyst designation and is a member of the Association for Investment Management and Research (AIMR) and the New York Society of Security Analysts.

• Vladimir de Vassal, CFA - Director of Quantitative Research/Portfolio Manager
  

  Vladimir de Vassal, CFA, is director of quantitative research for Glenmede Investment Management LP. He provides proprietary research and analytical support to domestic and international institutional funds, private equity, The Pew Charitable Trusts and high net worth clients of the parent company, The Glenmede Trust Company, N.A. (GTC). Mr. de Vassal and his team manage several quantitatively based equity portfolios, including five mutual funds and long / short strategies.
  
  Mr. de Vassal joined GTC in 1998 after serving as vice president and director of quantitative analysis at CoreStates Investment Advisors and as vice president of interest rate risk reporting/analysis, at CoreStates Financial Corp.
  
  Graduating with highest honors from Drexel University in 1982, Mr. de Vassal received a B.S. with dual majors in Finance and Accounting. At that time, he was given the Outstanding Student in Accounting and Finance Award. He received an M.B.A. from Drexel University in 1987, majoring in investment management. In 1992, he earned the Chartered Financial Analyst designation.
  
  He is three-time winner of the Philadelphia Prize awarded by the Financial Analysts of Philadelphia for articles addressing investment insight. In addition, Mr. de Vassal has published extensively in periodicals such as Barron's, The Journal of Wealth Management, The Journal of Portfolio Management, Worth and The Journal of Fixed Income. He is a frequent speaker at investment conferences and universities, including the Wharton School at the University of Pennsylvania, Princeton, Penn State and Drexel.
  
  Mr. de Vassal resides in Gwynedd Valley, Pennsylvania, with his wife and two children. He is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research).

• Jason Pride, CFA - Director of Investment Strategy
  

  Jason Pride is Glenmede’s Director of Investment Strategy. He is responsible for formulating investment policy and strategy, and serves as a leading member of the Investment Policy Committee which monitors and manages the firm’s asset allocation strategies.
   
  Previously, Mr. Pride spent nine years as Director of Research at The Haverford Trust Company. In this role, he managed Haverford’s quantitative and fundamental investment research efforts. He was a leading member of the Investment Selection Committee managing more than $5 billion in assets for individual clients, foundations, endowments and institutions. He was instrumental in the development, incubation, and launch of several new investment products used to expand the firm’s client offering.

  Mr. Pride is a regular guest commentator for local, regional and national media outlets, including: CNBC, Bloomberg, The New York Times, The Wall Street Journal, The Financial Times, Associated Press, Dow Jones and Reuters. He frequently presents at schools and conferences such as: The Wharton School of Business, Villanova University and the Money Management Institute.

  Mr. Pride earned a B.S. in Chemical Engineering and Management Science from Massachusetts Institute of Technology and holds the Chartered Financial Analyst designation. Prior work experiences include positions with Logan Capital Management and UBS Warburg Dillon Read, where he provided fundamental research analysis across leading industries.

• Robert J. Mancuso, CFA - Small Cap Portfolio Manager
  

  Robert J. Mancuso, CFA, is lead small cap portfolio manager for Glenmede Investment Management LP.
  
  Mr. Mancuso joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 1992 as a research analyst. In 1993, he became the Small Cap portfolio manager. Other responsibilities at Glenmede include establishing the alternative investment team in 1994; and from 1996-2000, serving as director of research.
  
  He came to GTC after working at the Penn Mutual Life Insurance Company for over fourteen years in a variety of positions of increasing responsibility.
  
  Mr. Mancuso earned the Chartered Financial Analyst designation in 1986, and he is a member of the Financial Analysts Federation of Philadelphia. He graduated from Drexel University in 1980 with a B.S. in Commerce and Engineering.

• Wade Wescott, CFA - Large Cap Portfolio Manager
  

  Wade Wescott, CFA, is a portfolio manager for Glenmede Investment Management LP. In addition to managing the Large Cap Value products, he conducts fundamental equity research in the Energy and Consumer Cyclicals sectors. Mr. Wescott joined the parent company, The Glenmede Trust Company, N.A. (GTC) in 2006.
  
  Prior to joining GTC, Mr. Wescott was a research analyst at Delaware Investments, with stock selection responsibilities for the Consumer Staples, Energy, and Basic Materials sectors in the Large Cap Value portfolios. Before that, he served as a senior research analyst at Gartmore Global Investments, also following large cap securities in the Consumer Cyclicals sector.
  
  Previously, Mr. Wescott managed Large Cap Value portfolios at Blackrock Inc., and the American Reinsurance Co. for approximately six years. He followed small and mid-cap value stocks for almost a decade at Reams Asset Management to begin his career.
  
  Mr. Wescott received an M.B.A. from Indiana University, and he received an M.S. in Economics from the University of Illinois at Champaign-Urbana. He earned a B.A. in Economics from Rowan College of New Jersey.
  
  A member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research), Mr. Wescott and his family reside in Thornton, Pennsylvania.

• Paul T. Sullivan, CFA - Portfolio Manager
  

  Paul T. Sullivan, CFA, is a portfolio manager for Glenmede Investment Management LP. His principal responsibilities include managing the Glenmede Large Cap 100 and Large Cap Growth mutual funds, managing separate accounts for institutional clients, and running and maintaining the Company's quantitative stock picking models.
  
  Mr. Sullivan joined the parent company, The Glenmede Trust Company, N.A. (GTC) in 1994.
  
  Prior to joining GTC, Mr. Sullivan was with SEI Investments where he was a supervisor in the mutual fund accounting department.
  
  A holder of the Chartered Financial Analyst designation, Mr. Sullivan received an M.B.A. from St. Joseph's University and a B.S. in Business Administration from Bloomsburg University. He is a member of the Financial Analysts of Philadelphia and the CFA Institute (formerly AIMR, the Association for Investment Management and Research).

• Christopher J. Colarik - Small Cap Portfolio Manager
  

  Christopher J. Colarik is vice president and portfolio manager in the Philadelphia office of The Glenmede Trust Company, N.A.  His primary responsibility is managing the Small Cap Equity product within the Company’s Investment Products & Strategy Group.

  Mr. Colarik joined Glenmede in 1997 as head of the institutional portfolio analytics group. In this position his responsibilities included portfolio analysis and the oversight of AIMR compliance. In 2000 he joined the portfolio management team of the Large Cap Value product, and in 2001, he assumed his current responsibilities with the Small Cap Equity product. Prior to Glenmede, he was at Brandywine Asset Management.

  Mr. Colarik received a B.S. in Economics from the University of Delaware, and he is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research) and The Financial Analysts of Philadelphia.

• Adam M. Conish, CFA - Portfolio Manager
  

  Adam M. Conish is a portfolio manager, focusing on investment advice and portfolio management for foundations, endowments, and other not-for-profit organizations.
  
  Mr. Conish joined Glenmede in 2005 as a portfolio manager, assisting the lead portfolio manager of the Company's Large Cap Value Fund and Core Value product, as well as managing separate accounts for the Company's large institutional clients.
  
  Prior to joining Glenmede, Mr. Conish was employed by Janney Montgomery Scott as Vice President of Institutional Sales. He has extensive investing and research experience from past employment at Schlarbaum Capital Management and Van der Moolen Options. At Schlarbaum, Mr. Conish managed the trading desk and performed research on key stocks. While at Van der Moolen, he functioned as an equity option specialist managing portfolios in both foreign and domestic stocks.
  
  A resident of Phoenixville, Pennsylvania, Mr. Conish received a B.S. in Economics with a concentration in Finance from The Wharton School of the University of Pennsylvania, and received the Chartered Financial Analyst designation in 2008.

• Adam T. Douberly, CFP - Portfolio Manager
  

  Adam T. Douberly is an investment officer and portfolio manager in Glenmede’s Philadelphia office. In this role, Mr. Douberly provides investment advice and manages the portfolios of the Company's affluent individual clients.

  Mr. Douberly began his career at Glenmede in our Princeton office in 2005. While there, he served as a sales and marketing assistant. Prior to joining Glenmede, Mr. Douberly was an analyst for Dow Jones & Company.

  He received a B.S. in Economics, cum laude from the University of Florida.  He also attended the Pennsylvania Bankers Association School of Fiduciary Services, Investments, and Wealth Management at Bucknell University.

  A Philadelphia resident, Mr. Douberly currently volunteers with Glenmede’s City Year Corps. 

• Cynthia R. Axelrod, CFA - Research Analyst
  

  Cynthia R. Axelrod, CFA, is a research analyst for Glenmede Investment Management LP. She conducts equity research, focusing primarily on consumer staples and the healthcare industry.
  
  Mrs. Axelrod joined the parent company, The Glenmede Trust Company, N.A. (GTC) in 2002 as a research analyst.
  
  Prior to joining GTC in 2002, Mrs. Axelrod was a vice president at BlackRock, Inc. She comanaged the small cap value fund and made buy and sell recommendations within the consumer staples and the healthcare sectors. Before that she was a Principal and Director at 1838 Investment Advisors (now a subsidiary of MBIA), where she co-managed their small cap value fund. Prior to that, she worked as a equity generalist at Friess Associates of Delaware.
  
  Mrs. Axelrod received an M.B.A. in investment management and a B.S. in finance, both from Drexel University. She earned the Chartered Financial Analyst designation in 2000.
  
  A member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research), Mrs. Axelrod and her family reside in Lafayette Hill, Pennsylvania.

• John R. Kichula, CFA - Research Analyst
  

  John R. Kichula is a research analyst for Glenmede Investment Management LP. He conducts equity research, focusing on companies in the financial services industry.
  
  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 with primary responsibility for the financial services industry. He has also been employed by Palisade Capital Management, LLC, M.A. Shapiro & Co., and Salomon Brothers Inc. At each institution, Mr. Kichula assumed increasing responsibilities while focusing on the financial services industry.
  
  Mr. Kichula is a 1991 magna cum laude graduate of Brown University with a Sc.B. in applied mathematics and economics. He and his family reside in Media, Pennsylvania, and he is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research).

• R. Bradford Hoopman - Research Analyst
  

  R. Bradford Hoopman is a research analyst for Glenmede Investment Management LP. He conducts equity research principally in the technology and telecommunication sectors.
  
  Mr. Hoopman joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 2003 as a research analyst.
  
  Prior to joining GTC, Mr. Hoopman was a senior analyst and portfolio manager at Gardner Lewis Asset Management. While there, he researched and managed a $190 million portfolio consisting of small, mid and large cap stock positions. Before that, he held a variety of positions of increasing responsibility at PNC Bank, lastly managing the technology sector of the BlackRock Small Cap Growth Equity Fund.
  
  A resident of West Chester, Pennsylvania, Mr. Hoopman received a B.S., Business Administration, from the University of Richmond with concentrations in finance and marketing. He is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research) and the Financial Analysts of Philadelphia.

• Alexander R. Atanasiu - Research Analyst
  

  Alexander R. Atanasiu is a quantitative research analyst for Glenmede Investment Management LP. His principal responsibilities include stock ranking screens, multifactor stock optimizations, leading indicator analysis, and developing tools for analysts and portfolio managers.
  
  Alex began his professional career as an intern at the parent company, The Glenmede Trust Company, during the summer of 2005. He was subsequently hired as a full-time analyst in September 2005. A graduate of Swarthmore College, Alex holds dual degrees: a B.S. in Engineering and a B.A. in Physics. He was the Barcus and Belleville Scholar at Swarthmore.
  
  In addition to extensive practical and research experience as a student in both physics and engineering, Alex is an accomplished cellist. He has soloed with orchestras in several European cities and won first prize for cello at the Anemos International Competition in Rome in 2000.

• Mark Livingston, CFA - Research Analyst
  

  Mark Livingston is a research analyst for Glenmede Investment Management LP.  He conducts equity research primarily focusing on companies in the consumer discretionary and educational sectors.
   
  Prior to joining Glenmede in 2010, Mr. Livingston was an Associate Director of Equity Research at UBS, focusing on the gaming and leisure industries. Prior to UBS, Mr. Livingston was an Associate in Equity Research at Lehman Brothers in New York City, covering the machinery industry. 

  Mr. Livingston received an M.B.A. from New York University and a B.B.A. from the University of Michigan. In 2008, Mr. Livingston earned the Chartered Financial Analyst designation. He and his family reside in Haverford, PA.

Fixed Income

• Laura LaRosa - Director of Fixed Income Management
  

  Laura LaRosa Armstrong is Director of Fixed Income Management and Managing Director at Glenmede.  She is responsible for the Company’s combined fixed income management, both tax-free and taxable, that serves both individual and institutional clients.  Ms. LaRosa directs a team of nine fixed income professionals and oversees assets in excess of $4.5 billion.
  
  Prior to joining Glenmede in 1994, Ms. LaRosa specialized in trading and institutional sales of municipal bonds at W. H. Newbolds/Hopper Soliday. She was Vice President and was with the firm for more than five years. Prior to Newbolds, Ms. LaRosa was vice president and head municipal bond trader at Janney Montgomery Scott.
  
  Ms. LaRosa received a B.A. from the University of Pennsylvania in 1979. She is a frequent speaker on fixed income products and fixed income trading and was a featured speaker at the 1996 AIMR Annual Conference.

• Stephen J. Mahoney - Fixed Income Portfolio Manager
  

  Stephen J. Mahoney is lead fixed income portfolio manager for Glenmede Investment Management LP. He is primarily responsible for management of tax-exempt, institutional fixed income portfolios.
  
  Mr. Mahoney joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 1999 to contribute his specialized knowledge of corporate bonds to GTC's institutional, tax-exempt portfolios.
  
  Prior to joining GTC, Mr. Mahoney was a fixed income portfolio manager with 1838 Investment Advisors. Before that, he spent ten years with The Vanguard Group's fixed income trading desk. Throughout his career, Mr. Mahoney has managed an assortment of fixed income securities, including money market instruments, U.S. Treasuries, corporate securities, Agency securities and derivative products.
  
  A resident of Valley Forge, Pennsylvania, Mr. Mahoney received an M.B.A. in finance from Saint Joseph's University. He was the recipient of The Financial Executives Institute Award at commencement at Widener University, where he earned a B.S. with academic honors in finance. He is a member of the Financial Analysts of Philadelphia, the CFA Institute (formerly AIMR, the Association for Investment Management and Research), and the Institutional Investor Fixed Income Forum.

• Michael C. Crow - Fixed Income Portfolio Manager
  

  Michael C. Crow is a portfolio manager for Glenmede Investment Management LP. He is responsible for management of the Company's two municipal bond funds, Muni Intermediate Portfolio and New Jersey Muni Portfolio, as well as the taxable money market fund, Government Cash Portfolio.

  Before assuming his current position, Mr. Crow was employed at the parent company, The Glenmede Trust Company, N.A., as a vice president and portfolio manager. He was responsible for selection and management of the fixed income portion of investment portfolios of the Company's affluent individual investors.

  Mr. Crow began his career at Chapel Mortgage Corporation as a secondary marketing associate. Eventually, he rose to the position of vice president, overseeing the day-to-day operations of hedging and collateral delivery of the company's mortgage originations.

  A resident of Mount Laurel, New Jersey, Mr. Crow received an M.B.A. from Saint Joseph's University and a B.S. from the Columbia University School of Engineering and Applied Sciences.

• John F. Thomas, CFA - Fixed Income Portfolio Manager
  

  John F. Thomas, CFA, is a portfolio manager for Glenmede Investment Management LP. He is primarily responsible for bond analysis and trading for the institutional fixed income portfolios.
  
  Mr. Thomas joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 1998 as an account administrator. He also served as manager of performance measurement for all investment products prior to his current position.
  
  Before joining GTC, Mr. Thomas was with SEI Investments for five years where he was responsible for financial reporting and supervision of international mutual funds.
  
  Mr. Thomas received a B.S. from West Chester University and received the Chartered Financial Analyst designation in 2002. He is a member of the Financial Analysts of Philadelphia and the CFA Institute (formerly AIMR, the Association for Investment Management and Research).

Client Service/Marketing

• Joseph D. Shelly - Director of Institutional Sales and Consultant Relations
  

  Joseph D. Shelly is Director of Institutional Sales and Consultant Relations for Glenmede Investment Management LP ("GIM").  Mr. Shelly is responsible for all aspects of sales and marketing of GIM’s equity and fixed income strategies to plan sponsors, managed accounts, mutual fund platforms and consultants.  As a member of GIM’s Operating Committee, Mr. Shelly participates in setting the strategic direction of  the  firm. 

  Prior to joining Glenmede in 2007, Mr. Shelly was Director of Institutional Sales & Consultant Relations at U.S. Trust Company.  Previous responsibilities include Senior Vice President at Banc of America Capital Management, Head of Sales and Marketing at Harris Investment Management and Director of Institutional Investment Management at John Nuveen & Company.

  Mr. Shelly received a B.S. in Business Administration from Miami University in 1983 and a J.D. from The John Marshall Law School in 1991. He is a member of the bar in Illinois and holds FINRA Series 7 and 63 licenses.

• Kimberly C. Osborne - Client Service Manager
  

  Kimberly C. Osborne is a client service manager for Glenmede Investment Management LP (GIM). Her primary responsibilities include administration of the Glenmede Fund, Inc. and management of investment consultant relations.
  
  Prior to assuming her position at GIM, Ms. Osborne was vice president and mutual fund coordinator of GIM's parent company, The Glenmede Trust Company, N.A. (GTC). In this position, she was responsible for administration of GTC's proprietary mutual funds, including oversight of the Fund's custodian, administrator, accountant, transfer agent, legal counsel, and auditors.
  
  Prior to joining Glenmede in 1993, Ms. Osborne was a client service officer for Mutual Funds Service Company in Boston, Massachusetts. She earned a B.S. in Finance from St. Joseph's University, and she and her family live in Ambler, Pennsylvania.

• Stacey S. Zelten - Client Service Manager
  

  Stacey S. Zelten is a client service manager for Glenmede Investment Management LP. She assists in client development and retention and coordinates the team of practice advisors, whether internal or external, to fulfill each client's particular investment mandate.
  
  Mrs. Zelten joined the parent company, The Glenmede Trust Company, N.A. (GTC), in 1994 as a senior corporate accountant. From April 2000 to October 2001, she served as a performance measurement analyst. Prior to joining GTC, she was employed by James F. Leone & Co., CPA, as a staff accountant.
  
  A resident of Philadelphia, Pennsylvania, Mrs. Zelten received a B.A. in Accounting from The Catholic University of America in 1993. She is also a graduate of the Pennsylvania Banking Association's Central Atlantic School of Trust.

• Rosemarie J. Kane - Client Service and Portfolio Execution Manager
  

  Rosemarie J. Kane is client service and portfolio execution manager for Glenmede Investment Management LP. In this position, she is responsible for trading and administration of the Company's wrap accounts.
  
  Ms. Kane has been with the parent company, The Glenmede Trust Company, N.A. (GTC), for over twenty years. Prior to her current position, she was an equity trader with GTC for over twelve years.
  
  Ms. Kane is currently enrolled in the undergraduate degree program at the University of Pennsylvania majoring in business. A resident of Maple Shade, New Jersey, she is a member of the Investment Traders Association of Philadelphia.

• A. Carolina Jolly - Relationship Manager
  

  A. Carolina Jolly is a Relationship Manager in the Institutional Sales and Consultant Relations group at Glenmede Investment Management LP (“GIM”).  Carolina works closely with the portfolio managers of GIM in the creation and distribution of all sales and marketing material to plan sponsors, managed accounts, mutual fund platforms, and consultants.

  Carolina came to Glenmede directly upon graduation from Williams College, where she earned a B.A. in Economics.  Subsequently she has passed all three levels of the Chartered Financial Analyst exams.

  A resident of the city of Philadelphia, Carolina works with White-Williams Scholars, an inner-city non profit, as an advanced mathematics tutor.