ABOUT US

CREATIVE, RELIABLE STEWARDS

Our People

Christine

Krause

Relationship Manager

Wealth Advisory

full bio

Jillian

Kukucka

Relationship Management Officer

full bio

Jonathan R.

Lavy, CFA

Portfolio Manager, Endowment & Foundation Relationship Management

Vice President

full bio

Stephen C.

Lehman, CFA

CIO for Endowments & Foundations

Director, Investments of The Pew Trusts

full bio

Jeannette M.

Leighton, CPA

Personal Tax Advisor

Vice President

full bio

Mary Jo

Luongo

Wealth Advisor

Vice President

full bio

Stacy J.

Martin

Relationship Manager, Wealth Advisory

Vice President

full bio

Richard B.

Martin

Retirement Plan Specialist

Vice President

full bio

Robert M.

Maxwell

Director of Estate & Trust Settlement

Managing Director

full bio

John F.

McCabe IV

Chief Fiduciary Counsel

full bio

Joseph

McCool

Business Development Director

full bio

Albert J.

McCrery IV, CFA

Relationship Manager, Portfolio Management

Vice President

full bio

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Featured Content

PUBLICATION: Top 5 Things to Remember If You’re the Executor

2017 Annual Review: Glenmede's 2017 Annual Review

PUBLICATION: Looking to Divest? Top 5 Considerations for School Board & Investment Committee Members