Lisa M. Whitcomb

Director of Wealth Strategy

Managing Director

Lisa M. Whitcomb is Director of Wealth Strategy for Glenmede and a member of the company's management committee. In this role, Ms. Whitcomb oversees tax, estate, and financial planning and estate administration for the Company‚Äôs affluent individual investors for all Glenmede offices. She is also responsible for development of additional wealth advisory services.

Prior to joining the firm in 1996, Ms. Whitcomb was an attorney in the Private Client practice group of Dechert LLP, specializing in individual estate and tax planning for high net worth individuals, corporate executives, and international clients. Previously, Ms. Whitcomb held positions with law firms and within the securities industry in Manhattan.

Ms. Whitcomb received a J.D. from the University of Pennsylvania, and an A.B. in Economics from Mount Holyoke College. She is a member of the Tax Section of The American Bar Association and has served on the Executive Committee of the Probate and Trust Law Section of the Philadelphia Bar Association. Ms. Whitcomb has authored numerous articles published in professional journals and newspapers.

Education

A.B., Mount Holyoke College
J.D., University of Pennsylvania

Affiliation

American Bar Association
Philadelphia Bar Association