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Education

B.A., University of Pennsylvania

Relationship Management Officer, Wealth Advisory

Julian Scott, CTFA

Julian Scott, CTFA, is a Relationship Management Officer specializing in Wealth Advisory in Glenmede’s Cleveland office. In this role, he is responsible for providing thoughtful wealth management advice, trust and account administration, and solutions for fiduciary, charitable, financial and wealth transfer planning. Mr. Scott works in partnership with investment, tax, and wealth planning colleagues to understand client goals, provide tailored guidance, and ensure wealth management goals are fulfilled.

Prior to joining Glenmede, Mr. Scott worked as a Relationship Manager in the Global Capital Markets division for Wilmington Trust, N.A.. In this position, he was the designated point of contact with institutional clients including endowments, foundations, private investment partnerships and holding companies for capital markets transactions.  Previously, Mr. Scott worked as an Investment Associate in the Family Wealth Group at the Wilmington Trust Company where he assisted with portfolio management for high-net-worth individuals and families.

Mr. Scott received his Bachelor of Arts degree, cum laude, in political science from the University of Pennsylvania. He holds the Certified Trust and Financial Advisor designation.

Education

B.A., University of Pennsylvania