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Education

M.B.A., Drexel University

B.S., Pennsylvania State University  

affiliation

Financial Planning Association

Center for Literacy

Philadelphia Estate Planning Council

Homeless Assistance Fund 

 

Relationship Manager, Portfolio Management, Managing Director

Fareeha N. Arshad, CFA, CFP®, CTFA

Fareeha N. Arshad, CFA, CFP®, CTFA, is a Portfolio Manager in Glenmede’s Philadelphia office. In this role, she is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Ms. Arshad 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. Arshad served as an Assistant Vice President and Investment Advisor at PNC Wealth Management, where she managed investment portfolios for individuals and trusts. She brings over a decade of experience working closely with Glenmede clients.

Ms. Arshad received a Masters in Business Administration degree in finance from Drexel University, as well as a Bachelor of Science degree in finance from The Pennsylvania State University. She has earned the Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor designations, and is a member of the Financial Planning Association.

Ms. Arshad serves as Chair for the Board of Trustees of the Center for Literacy and was recently elected to the Board of the Philadelphia Estate Planning Council. Ms. Arshad also serves as Treasurer and Secretary for the Homeless Assistance Fund, and works with them to monitor investments and develop an impact investing program.

Education

M.B.A., Drexel University

B.S., Pennsylvania State University  

affiliation

Financial Planning Association

Center for Literacy

Philadelphia Estate Planning Council

Homeless Assistance Fund