David Friedman, CFA®
Relationship Manager, Portfolio Management
David Friedman, CFA®, is a Portfolio Manager in Glenmede’s West Palm Beach office. In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Mr. Friedman partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.
Prior to joining Glenmede, Mr. Friedman was Senior Director and Portfolio Team Leader at BNY Mellon. In this role, he developed total strategic and tactical investment and risk management strategies for personal, trust, family office, charitable, corporate, pension and IRA relationships. Previously, he was a Senior Portfolio Manager/Investment Advisor for Deutsche Bank Private Wealth Management, where he customized, articulated and implemented client specific investment solutions in resulting portfolios utilizing a broad array of traditional and alternative asset classes.
Mr. Friedman received his Master of Business Administration degree in finance from Fordham University and his Bachelor of Arts degree in economics from Binghamton University. He is a Chartered Financial Analyst®. He is a member of the CFA Institute and the CFA Institute of South Florida.
Mr. Friedman is on the Jewish Federation of South Palm Beach County-Business and Professional Cabinet and Professional Advisory Committee. He is also a Board and Investment Committee member of the JJC Foundation.
B.A., Binghamton University
M.B.A., Fordham University
CFA Society of South Florida
Jewish Federation of South Palm Beach County