
Education
B.A., Miami University of Ohio
affiliation
CFA Society of Cleveland
Benjamin Rose Institute on Aging
Estate Planning Council of Cleveland
CFA Institute of Cleveland
Relationship Manager, Portfolio Management, Managing Director
Deborah P. Cugel, CFA®
Deborah P. Cugel, CFA®, is a Portfolio Manager in Glenmede’s Ohio office. In this role, she is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Ms. Cugel 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, Ms. Cugel was a Director and Portfolio Manager for Gradison McDonald Asset Management, where she managed portfolios for individuals and institutions and served as Chairperson of the stock selection committee. She has also held several investment positions with KeyBank and its predecessor banks, including Vice President and Portfolio Manager in the Private Asset Management group.
Ms. Cugel received a Bachelor of Arts degree, magna cum laude, in economics from Miami University of Ohio, and was awarded the Chartered Financial Analyst® designation.
Ms. Cugel is a past President and Program Chair of the CFA Society of Cleveland and currently serves on the Board. She is a member of the CFA Institute, the Estate Planning Council of Cleveland and serves on the investment committee for the Benjamin Rose Institute on Aging.
Education
B.A., Miami University of Ohio
affiliation
CFA Society of Cleveland
Benjamin Rose Institute on Aging
Estate Planning Council of Cleveland
CFA Institute of Cleveland