Our New York office

Glenmede serves high-net-worth families, endowments, foundations and institutional partners across the metropolitan area. Our history of strength and stability, combined with a highly collaborative culture, are well suited for those seeking a personal, trusting relationship with their wealth advisor.

For more than 50 years, we have carefully guided clients with consistently thoughtful advice and sophisticated investment management. Our focus on this single line of business and our independence are key points of difference that set us apart.

The commitment to making decisions solely in the best interest of our clients attracts professionals who share our values and the service philosophy that defines us.

  • Glenn N. Switzer - Managing Director, Relationship Manager – Portfolio Management

    Glenn N. Switzer, a First Vice President, is a Relationship and Portfolio Manager in Glenmede’s New York office. With over four decades of investment and wealth management expertise, Mr. Switzer serves as a primary contact as the Company further develops its presence in the Metropolitan region.

    Prior to joining Glenmede, Mr. Switzer was a Managing Director and Senior Portfolio Manager with U.S. Trust/Bank of America Private Wealth Management. In this role, he led a team of 16 investment professionals while maintaining management responsibility for client assets in excess of $1 billion. Previously, he was a Senior Portfolio Manager in J&W Seligman’s private client division, which was subsequently purchased by U.S. Trust. Before then, Mr. Switzer was a Managing Director and Portfolio Manager with Concord Capital/Train Smith where he serviced an international client base. In 1972, Mr. Switzer joined Deutsche Bank Capital as an international securities analyst.

    A resident of Chappaqua, New York, Mr. Switzer earned his B.A. degree from Johns Hopkins University.

  • Lee Miller - Managing Director, Relationship Manager – Wealth Advisory

    Lee Miller is a First Vice President and Relationship Manager in Glenmede’s New York office. She has served as an advisor to high-net-worth families for over 25 years, and specializes in trust administration, estate planning, and financial and philanthropic education for younger generations.

    Prior to joining Glenmede, Ms. Miller was a member of the Management Team of Threshold Group, a multi-family office. Before then, from 1987 until 2005, she was a Managing Director and Senior Fiduciary Officer for U.S. Trust’s Wealth Management Group in New York.

    Ms. Miller is an attorney and Certified Trust and Financial Advisor. She has written and lectured on fiduciary and wealth management topics and teaches a Trust Administration course for the American Law Institute-American Bar Association.

    Ms. Miller is a docent at the Metropolitan Museum of Art and serves on the Museum’s Capital Campaign Committee and Professional Advisory Council. In addition, she is on the Dean’s Advisory Committee at Emory University School of Law, where she received her law degree. Lee graduated from the University of Pennsylvania, cum laude, with a degree in American History. In 2009, Ms. Miller was sworn in at the US Supreme Court.

  • Steven J. Brandfield - Managing Director, Business Development Manager

    Steven J. Brandfield is Managing Director of Business Development in Glenmede’s New York office with more than two decades of high-net-worth investment and wealth management expertise.

    Prior to joining Glenmede, he spent ten years with Bessemer Trust Company where he served as a Principal. Previously, Mr. Brandfield was a Director and Relationship Manager with the Private Bank of UBS. Before then, he held Account Executive positions with Smith Barney Harris & Uphman and Donaldson, Lufkin & Jenrette.

    Mr. Brandfield is a resident of New York City. He earned his B.A. from Columbia University in 1984 and his M.B.A. from the University of Chicago in 1988.

  • Richard W. Gale - Vice President, Relationship Manager – Portfolio Management

    Richard W. Gale is a Relationship Manager- Portfolio Management in Glenmede’s New York office. In this role Mr. Gale provides investment advice and manages the portfolios of the Company’s high-net-worth clientele.

    Prior to joining the New York office, Mr. Gale was an Investment Officer, Portfolio Manager and Bond Trader in Glenmede’s corporate headquarters. In this role, he was a member of the team responsible for the selection and management of fixed income assets in client portfolios. During this time, he also specialized in managing the short-term municipal trading strategy.

    Mr. Gale began in the firm’s summer intern program and upon college graduation in 2004, joined Glenmede’s fixed-income department.

    Mr. Gale received a B.S. in Economics from The Pennsylvania State University and is a member of the New York Society of Security Analysts and the CFA Institute. He earned his Chartered Financial Analyst designation in 2010.

  • Jonathan L. Stanley - Managing Director, Relationship Manager – Portfolio Management

    Jonathan L. Stanley is senior Portfolio Manager in G|enmede’s New York City office. With more than two decades of investment management expertise, he provides investment counsel and portfolio management to a diverse clientele of high-net-worth and ultra high-net-worth investors.

    Mr. Stanley joined Glenmede in 2011 from U.S. Trust Company where, as a senior Portfolio Manager, he oversaw more than $1.5 billion of assets under management. Prior to this position, he was a senior Portfolio Manager at Deutsche Bank Capital Corporation, and earlier held portfolio management positions at Brundage Story & Rose and Brown Brothers Harriman.

    Mr. Stanley received an M.B.A. from Columbia University Graduate School of Business, and a B.A. from Trinity College. A resident of Mount Kisco, NY, Mr. Stanley holds the Chartered Financial Analyst designation and serves as Treasurer of Friends of John Jay Homestead.

For more information on our New York office, please contact Steve Brandfield at
877-264-4454 or steve.brandfield@glenmede.com or contact us online.