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Private Wealth Management in Cleveland, OH

We help individuals and families throughout the greater Cleveland area understand their needs, identify their objectives and ultimately achieve their wealth goals. We recognize that every client’s circumstances are unique, and our team is here to provide a personalized approach to integrated wealth management.

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Private Wealth > Cleveland, OH

Cleveland Waterfront Panorama with Stadium, Museums and Cleveland Skyline
Contact Glenmede’s Wealth Management Team in Cleveland
216-378-2900 888-966-2900
Highland Centre
3900 Park East Drive
Suite 100
Beachwood, OH 44122-4344
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We are grateful for the relationships we’ve built over the past 30 years. Focused on our commitment to our clients and community, we pride ourselves on serving the greater Cleveland area.

Bethany Bryant headshot
Bethany Bryant
Regional Director

The Glenmede Difference

As a Glenmede client, you will have access to our knowledgeable investment professionals, portfolio managers, wealth advisors and relationship managers in Cleveland and across our eight other locations. With a balance of size and strength, Glenmede has the scale to offer our clients a wide range of solutions while fostering personal and enduring relationships.

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Assets Under Management for Private Wealth
Private Wealth Client Retention Rate
States Where Clients are Served
As of 3/31/25. Client retention rate is the 10-year average of the Glenmede enterprise and reflects firmwide data from January 2015 to December 2024.

Frequently Asked Questions

What sets Glenmede apart from other wealth management firms in Cleveland?
Cleveland has long been an epicenter for financial services, assisting high-net-worth individuals and families with wealth management, investment management and fiduciary services. The Cleveland team has a rich history of helping our clients achieve their financial goals, preserve wealth and engage the next generation of family members. We offer a full complement of experienced wealth planners, wealth advisors and investment professionals ready to work with you and your family.

We’re here to help

Get to know our team and how we can partner with you.

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Bethany Bryant

Bethany Bryant

Bethany J. Bryant

Bethany J. Bryant is a Regional Director. In this role, Ms. Bryant is responsible for strategic objectives as well as leading the team, focusing on providing tailored wealth planning solutions for high-net-worth individuals and families.

Prior to joining Glenmede, Ms. Bryant served as President of The Private Trust Company, N.A., an affiliate of LPL Financial, where she co-founded the company and set the strategic direction and growth initiatives. In addition to her role at The Private Trust Company, Ms. Bryant held other roles in planning, insurance and retirement at LPL Financial and was previously employed at Ernst & Young.

Ms. Bryant received her MBA from Cleveland State University and her Bachelor of Science at Bowling Green State University. She maintains her CPA license.

Ms. Bryant is actively involved in the nonprofit community, serving in various leadership roles at several organizations, including Treasurer on the Board of Trustees at the Laurel School for Girls, the Leadership Advisory Board at the Honors College of Bowling Green State University and President of Rejoice Lutheran Church.

Contact Info
216-514-7877
bethany.bryant@glenmede.com