Michael LoCasale, CFA® is a Relationship and Portfolio Manager in Glenmede’s Philadelphia office. In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Mr. LoCasale 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. LoCasale worked for Forbes Family Trust as an Investment Associate. In this role, he served as portfolio manager for high-net-worth and ultra-high-net-worth client relationships, assisted in determining the firm’s asset allocation views, and supported their manager due diligence efforts. Prior to this role, Mr. LoCasale worked for Janney Montgomery Scott as an Investment Associate on the firm’s Wealth Manager Research team, where he helped maintain the firm’s recommended list of mutual funds, managed accounts and ETFs.

Mr. LoCasale received a Bachelor of Science degree in finance with a minor in music from Wake Forest University. He holds the Chartered Financial Analyst® designation.