Richard W. Gale, CFA
Relationship Manager, Portfolio Management
Richard W. Gale, 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. Gale 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 his current role, Mr. Gale was a Relationship Manager in Glenmede’s New York office. Previously, he was a Portfolio Manager and Bond Trader in Glenmede’s corporate headquarters where he was a member of the team responsible for the management of the fixed income assets selected for investment in client portfolios. During this time, he also specialized in managing the short- term municipal trading strategy.
Mr. Gale received a Bachelor of Science degree in economics from The Pennsylvania State University and is a member of the New York Society of Security Analysts and the CFA Institute. Additionally, he earned his Chartered Financial Analyst® designation.
B.S., The Pennsylvania State University