May 10, 2021
Glenmede Wins Two Family Wealth Report Awards
Philadelphia, PA (May 10, 2021) – Glenmede, a privately held and independently owned investment and wealth management firm, today announced that it was the recipient of two 2021 Family Wealth Report awards. The awards won across categories include Best Outsourced OCIO and Women in Wealth Management. The company was also selected as a finalist for the Responsible Investing/ESG/Impact Investing-Advisory, Fiduciary or Trust Services and Wealth Planning categories.
“We are proud recipients of this recognition, particularly for our work advancing gender equality and equity within the financial industry,” said Susan Mucciarone, Executive Director of Private Wealth Management at Glenmede. “These awards further demonstrate our steadfast commitment to providing innovative solutions that bring value to clients through our goals-based approach to wealth management.”
The Family Wealth Report Awards recognize excellence in wealth management, private banking, insurance and technology. The award recipients were selected by a panel of thirty judges with backgrounds at family offices, private banks, trusted advisers and consultants.
The judges selected Glenmede for Best Outsourced OCIO because the firm’s outsourced chief investment officer service for ultra-high net worth clients is uniquely and deeply integrated with its goals-based wealth management framework. They especially highlighted Glenmede’s customized and careful approach and clear methodology for the service.
Glenmede was selected as the winner of the Women in Wealth Management award because of the firm’s long and continuing heritage supporting women in wealth management. The judges particularly called out Glenmede’s Women in Investing Group (WING), a forum that supports employees interested in investment roles. Glenmede also continues to invest in the development of future leaders in the industry as sponsors of the Women in Investing Network and the Power of Professional Women, and as a partner with Girls Who Invest.
The Glenmede Trust Company, N.A. (“Glenmede”) is among the nation’s leading investment and wealth management firms. Together with its affiliates, the company oversees $40 billion of assets under management for high-net-worth individuals, families, family offices, endowments, foundations and institutional clients. Headquartered in Philadelphia, the firm has offices in Ohio, Delaware, Florida, New Jersey, New York, and Washington DC.