Lisa Feit, CFA, CFP® is a Portfolio Manager in Glenmede’s New York office. In this role, Ms. Feit is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Ms. Feit partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.

Ms. Feit began her career as an Intern in Glenmede’s New York office, focusing on portfolio management. Following graduation, she returned to the office full-time as a Management Associate, working with Relationship Managers to support goals-based wealth and investment management for Private Wealth clients.

Ms. Feit received her Bachelor of Science degree in operations research and financial engineering from Princeton University. Additionally, she minored in finance, German language and culture, and teacher preparation. She is a CFA® charterholder and holds the CERTIFIED FINANCIAL PLANNER™ designation. Ms. Feit is a member of the Young Alumni Committee of the Princeton Club of New York and the New York Society of Security Analysts.