
Education
M.A./B.S., University of Alabama
affiliation
The Financial Analysts of Philadelphia
CFA Institute
Relationship Manager, Portfolio Management, Managing Director
Russell E. Holladay, CFP®, CFA
Russell Holladay, CFP®, CFA, is a 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. Holladay 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. Holladay was a Vice President and Senior Portfolio Manager for high-net-worth clients in the Personal Asset division of the Wilmington Trust Company, where he also served on the Investment Policy and Strategy Committee. Before that, he was a Senior Portfolio Manager at Brown Brothers Harriman & Co. and at First Union National Bank. He began his investment career as an Equity Analyst at NCNB National Bank (now Bank of America) and South Trust Bank, N.A.
Mr. Holladay received both a Master of Arts degree in business administration and a Bachelor of Science degree in commerce and business administration from the University of Alabama. He has earned both the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations and is a member of The Financial Analysts of Philadelphia and the CFA Institute.
Education
M.A./B.S., University of Alabama
affiliation
The Financial Analysts of Philadelphia
CFA Institute