J. Sergeant Pepper

Relationship Manager, Portfolio Management

Managing Director

J. Sergeant (Serge) Pepper is a Relationship and Portfolio Manager in Glenmede’s Philadelphia office. He is the primary contact on complex relationships and provides investment advice and portfolio management for the Company’s high-net-worth individual clients. 

Prior to joining Glenmede in 2000, Mr. Pepper served as an Associate Vice President of Trident Advisors, where he was responsible for high net worth relationships focusing primarily on clients for whom the Company had fiduciary responsibility. He also spent time as a financial advisor at Prudential Securities and, as an associate in equity research abroad.

Mr. Pepper received a B.A. from Goucher College and is a member of the Philadelphia Estate Planning Council and the Philadelphia Securities Association.

Education

B.A., Goucher College

Affiliation

Philadelphia Estate Planning Council
Philadelphia Securities Association