
Education
B.S., Pennsylvania State University
Relationship Manager, Portfolio Management, Vice President
Eric Sears, CFA, CFP®
Eric Sears, CFA, CFP®, is a Relationship and Portfolio Manager in Glenmede’s Philadelphia office. In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Mr. Sears 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. Sears worked for JPMorgan Private Bank in Newark, Delaware in client services. In this role, he on-boarded new clients, maintained existing relationships and supported investment specialists, lending advisors and trust officers.
Mr. Sears received his Bachelor of Science degree in finance from The Pennsylvania State University, where he was enrolled in the Schreyer Honors College program. He holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations.
Education
B.S., Pennsylvania State University