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Education

M.B.A., Cleveland State University

B.A., Cleveland State University

affiliation

Cleveland Association for Business Economics

Relationship Manager, Portfolio Management, Vice President

Boris Rogulja

Boris Rogulja is a Portfolio Manager in Glenmede’s Ohio office. In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Mr. Rogulja 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. Rogulja served as an Associate of the Corporate Services Group at Ostendorf-Morris in Cleveland.  In this role, he managed a global database of 1,500 properties for Fortune 1000 clients and co-managed corporate real estate portfolios of 84 million square feet with an annual real estate spend of more than $70 million. Before that, he gained experience as a Graduate Fund Manager and Equity Strategist at the Cleveland State University (CSU) Student Managed Investment Fund, where he was responsible for co-managing the KEY-CSU foundation portfolio.

Mr. Rogulja received a Bachelor of Business Administration degree in finance and Master of Business Administration degree from Cleveland State University. He currently serves as a board member of the Cleveland Association for Business Economics. Additionally, he has completed Level I of the Chartered Financial Analyst® exam.

Education

M.B.A., Cleveland State University

B.A., Cleveland State University

affiliation

Cleveland Association for Business Economics