Joseph E. Class, CFA is a Portfolio Manager in Glenmede’s Delaware office. In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Mr. Class 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. Class worked for Wilmington Trust Company where he served as a Vice President and Senior Private Client Investment Advisor for the Family Wealth group. In this role, he managed investment portfolios for ultra-high-net-worth individuals, multi-generational families and institutional clients totaling $1 billion in AUM. Before that, he served as a Private Client Investment Advisor in the High-Net Worth Group, where he managed client investment portfolios and served as one of the team leaders for the group.

Mr. Class earned a Master of Business Administration degree in finance and Bachelor of Science degree in business management from Wilmington University. He holds the Chartered Financial Analyst® designation.