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Education

B.A., University of Pennsylvania

Masters, University of Pennsylvania

affiliation

Philadelphia Estate Planning Council

University of Pennsylvania Alumni

Philadelphia Orchestra

Business Development Director, Vice President

Huldah A. Robertson, CFP®, AEP®

Huldah A. Robertson, CFP®, AEP®, is a Business Development Director in Glenmede’s Philadelphia office. She is responsible for cultivating relationships with endowments, foundations, tax-exempt entities and high-net-worth families. In addition, she fosters and maintains existing client relationships, enhancing the Company’s reputation as a specialized wealth manager.

Ms. Robertson began her career with Glenmede as a Senior Investment Officer in the open architecture Manager Research team at Glenmede.

Ms. Robertson received her Bachelor of Arts degree in economics and English, and her Master’s degree in Government Administration, with a concentration in Personal Financial Planning from both investment and legal perspectives, from the University of Pennsylvania. She also earned the CERTIFIED FINANCIAL PLANNER™ certification and she attained the designation of Accredited Estate Planner®, awarded by the National Association of Estate Planners & Councils.

Ms. Robertson formerly served as President of the Philadelphia Estate Planning Council and is a member of the Kimmel Center Planned Giving Council. In addition, she serves on the University of Pennsylvania Alumni Board of Directors and the Philadelphia Orchestra Planned Giving Advisory Committee.

Education

B.A., University of Pennsylvania

Masters, University of Pennsylvania

affiliation

Philadelphia Estate Planning Council

University of Pennsylvania Alumni

Philadelphia Orchestra