
Education
B.A., Lake Forest College
affiliation
CFA Institute
Philadelphia Society of Financial Analysts
CFA Society Pittsburgh
Relationship Manager, Portfolio Management, Managing Director
Frederick L. Haack, III
Frederick L. Haack, III, is a 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. Haack 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. Haack was a Managing Director in the Philadelphia office of the U.S. Trust Company. In a career spanning over two and a half decades, Mr. Haack’s experience has included both domestic and international portfolio management for individuals and institutions, trust administration, and business development at several major banks and trust companies.
Mr. Haack received a Bachelor of Arts degree in economics and history from Lake Forest College.
Mr. Haack is a member of the CFA Institute, the Philadelphia Society of Financial Analysts and the CFA Society Pittsburgh.
Education
B.A., Lake Forest College
affiliation
CFA Institute
Philadelphia Society of Financial Analysts
CFA Society Pittsburgh