Brian K. Green, CFA

Director of Private Wealth Portfolio Management

Associate Director of Investment Management

Brian K. Green, CFA®, is Glenmede’s Director of Private Wealth Portfolio Management and Associate Director of Investment Management in Glenmede’s Philadelphia office. In this role, he is responsible for shaping Glenmede’s Private Wealth investment platform, which includes developing capabilities, best practices, and allocating capital across asset classes and investment strategies to produce competitive risk-adjusted returns. Additionally, Mr. Green is responsible for ensuring that the firm’s investment philosophy and strategic viewpoints are expressed in client portfolios. Mr. Green also serves as Relationship and Portfolio Manager on select ultra-high-net-worth relationships.

Mr. Green previously was the Director of Family Wealth, where he built and expanded Glenmede’s capabilities for ultra-high-net-worth families.  

Prior to joining Glenmede, Mr. Green spent several years as a Senior Portfolio Manager at BNY Mellon and at JPMorgan where he served in a variety of different capacities.  Most notably, during his tenure at JPMorgan, he was a lead adviser on some of the firm’s largest and most complex family relationships, developed and managed several equity and multi-asset strategies, and orchestrated turnarounds on several investment solutions. Earlier in his career, he served as a founding member of JPMorgan Private Bank’s Chicago office, helping to establish the company’s Midwest presence. 

Mr. Green earned a Master of Business Administration degree from Columbia Business School and a Master of Business Administration degree from the London Business School. He earned two Bachelor of Science degrees in accounting and finance from the University of Arkansas at Fayetteville. He is an Advisory Board Member for the Garrison Financial Institute, a member of the CFA Institute, and coaches youth football.

Education

Two B.S., University of Arkansas at Fayetteville
M.B.A., Columbia Business School
M.B.A., London Business School

Affiliation

Garrison Financial Institute
CFA Institute