Uma Rajeshwar, CFA, CFP^®, AEP^®, CTFA, is a Portfolio Manager in Glenmede’s Ohio office. In this role, he is responsible for providing investment, estate and wealth planning advice for Glenmede clients. Mr. Rajeshwar partners with investment advisory, tax and wealth planning colleagues and external advisors to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.

With over three decades of investment and trust experience, Mr. Rajeshwar has been practicing with Glenmede for almost two decades. Prior to joining Glenmede, he served Wealth Management clients as Senior Vice President, Society Asset Management, for Society Corp, Cleveland, Ohio, and as Vice President, Finance, Trust & Investment Management, AmeriTrust/Society Corp., Cleveland, Ohio.

Mr. Rajeshwar received a Bachelor of Arts degree in economics from the University of Delhi, India, and earned a Master of Business Administration degree from the University of Michigan. He also holds the Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™ and the Certified Trust Financial Advisor designations, and is a faculty member of the ABA sponsored National Trust and Graduate Trust Schools.

Mr. Rajeshwar is a member of the CFA Institute, the ABA Institute of Certified Bankers, and the Financial Planning Association, and has provided business and market analysis on national and local media channels and events.