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Education

B.S.B.A, Georgetown University

Wealth Planning Officer

Kevin Grisier, CFP®

Kevin M. Grisier, CFP® is a Wealth Planning Officer in Glenmede’s Philadelphia office. Mr. Grisier is responsible for providing comprehensive wealth planning for Glenmede clients. He analyzes financial data and develops and monitors wealth plans targeted to clients’ goals and objectives.

Prior to this role, Mr. Grisier served as a Wealth Advisory Intern in the firm’s Wilmington office, where he gained experience in trust and account administration, charitable planning, and fiduciary services. Before joining Glenmede, Mr. Grisier worked as an intern at Erie Insurance Group, where he supported fixed income traders and performed economic research.

Mr. Grisier earned a Bachelor of Science in Business Administration degree in finance from Georgetown University and holds a Financial Planning certificate from Boston University. He is a CERTIFIED FINANCIAL PLANNER™ and a member of the Philadelphia Estate Planning Council.

Education

B.S.B.A, Georgetown University