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Education

M.B.A., Case Western Reserve University 

B.A., Baldwin-Wallace University

affiliation

Cleveland Institute of Art

Audit Committee

Relationship Manager, Portfolio Management, Managing Director

Robert M. Siewert, CFA

Robert M. Siewert, CFA, is a Portfolio Manager in Glenmede’s Ohio office. In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. Mr. Siewert partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled. Additionally, Mr. Siewert is a member of the Company’s Investment Policy Committee, which is responsible for setting asset allocation and investment strategy for Private Wealth client portfolios.

Prior to joining Glenmede, Mr. Siewert served in various positions at Victory Capital Management, with a majority of that time spent as a Portfolio Manager and Research Analyst for Victory’s large cap value equity team. As a Portfolio Manager, Mr. Siewert was directly responsible for managing $300 million in assets and served as the assistant portfolio manager of the Victory Value Stock Fund.

Mr. Siewert received a Master in Business Administration degree in finance from the Weatherhead School of Management at Case Western Reserve University and a Bachelor of Arts degree in business from Baldwin-Wallace University. He has also earned the Chartered Financial Analyst designation and is an active member of the CFA Institute, and a member of the Cleveland Society of Security Analysts.

Mr. Siewert is on the Board of Directors of the Cleveland Institute of Art, where he a member of the executive committee, and serves as the Co-Chair of the Finance Committee.

Education

M.B.A., Case Western Reserve University 

B.A., Baldwin-Wallace University

affiliation

Cleveland Institute of Art

Audit Committee