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Education

M.B.A., Columbia University Graduate School of Business

B.A., Trinity College

affiliation

Chairman of Friends of John Jay Homestead

Relationship Manager, Portfolio Management, Managing Director

Jonathan L. Stanley, CFA®

Jonathan L. Stanley, CFA®, is a Portfolio Manager in Glenmede’s New York office. In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Mr. Stanley partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled. Mr. Stanley is also a voting member of the Investment Policy Committee.

Prior to joining Glenmede, Mr. Stanley worked for U.S. Trust Company where, as a Senior Portfolio Manager, he oversaw more than $1.5 billion of assets under management. He also spent time as a Senior Portfolio Manager at Deutsche Bank Capital Corporation, and earlier held portfolio management and research positions at Brundage Story & Rose and Brown Brothers Harriman, respectively.

Mr. Stanley received a Master of Business Administration degree from Columbia University Graduate School of Business, and a Bachelor of Arts degree in history from Trinity College.

Mr. Stanley holds the Chartered Financial Analyst® designation and serves as Chairman of Friends of John Jay Homestead.

Education

M.B.A., Columbia University Graduate School of Business

B.A., Trinity College

affiliation

Chairman of Friends of John Jay Homestead