Suzanne Weston

Relationship Manager, Wealth Advisory

Vice President

Suzanne Weston Joins Glenmede's Florida Office as Relationship Manager

May 29, 2019

Palm Beach, FL – May 29, 2019 – Glenmede, a privately held and independently owned investment and wealth management firm with $40 billion in assets under management (AUM), announced today the appointment of Suzanne Weston as a Relationship Manager for Wealth Advisory in Glenmede’s Palm Beach, Florida office. In her role as a Wealth Advisor, Weston will provide tailored guidance and customized solutions for fiduciary, charitable, financial and wealth transfer planning, and trust and account administration for Glenmede’s clients. Weston will report to Howard (Chip) Wilson, regional office Director of Florida.

“With more than two decades of trust and estate administration and relationship management experience, Suzanne is a tenured professional with a record of supporting client needs,” said Wilson. “Her hire represents Glenmede’s ongoing commitment to ensuring our Palm Beach office provides the unparalleled service for which our firm is known.” 

Weston joins Glenmede from Chilton Trust Company, where she was Senior Vice President and Head of Fiduciary Services since 2016. Prior to this role, Weston was Managing Director, Relationship Manager and Senior Trust Officer at Fiduciary Trust Company International and Senior Trust Officer at Citi.   

Weston earned her Bachelor of Arts degree from Hollins University and her Juris Doctor from University of South Carolina School of Law.  

About Glenmede 

The Glenmede Trust Company, N.A., (“Glenmede”) is among the nation's leading private wealth and institutional investment management firms with $40 billion of assets under management for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in New York, Washington DC, Florida, Delaware, Ohio and New Jersey. 

Sharon Ostrowsky

Business Development Associate

Joseph McCool Joins Glenmede’s Florida Office as Business Development Director

January 23, 2019

Palm Beach, FL – January 23, 2018 – Glenmede, a privately held and independently owned investment and wealth management firm with $37 billion in assets under management (AUM), announced today the appointment of Joseph McCool to lead its business development activities in Florida. Glenmede recently opened an office in West Palm Beach, offering clients wealth planning, investment management, impact investing, and trust and estate services.

“As we strengthen our footprint in this key market, we recognize the importance of having local expertise,” said Howard (Chip) Wilson, Director of Glenmede’s Florida office. “Joseph brings nearly three decades of wealth management industry experience concentrated in Florida, which will allow us to leverage his knowledge of the market and enhance our relationships with the community.”

In this all-encompassing role, Mr. McCool will be responsible for cultivating new relationships with endowments, foundations and high-net-worth families, in addition to maintaining existing client relationships. He will also focus on driving business strategy to enhance Glenmede’s reputation among prospective and existing clients.

Mr. McCool joins Glenmede from Fieldpoint Private Bank & Trust, where he was a managing director, senior advisor and founding member of the Palm Beach office. In this role, Mr. McCool advised high-net-worth individuals, as well as endowments and foundations. He previously spent 12 years as senior vice president of Capital Group Private Client Services and Capital Guardian Trust Company.

Mr. McCool earned his Bachelor of Arts degree in economics from Columbia University and his Master of Business Administration degree in finance from New York University.

About Glenmede
The Glenmede Trust Company, N.A., (“Glenmede”) is among the nation's leading private wealth and institutional investment management firms with $37 billion of assets under management for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in New York, Washington DC, Florida, Delaware, Ohio, West Palm Beach and New Jersey. 

Joseph McCool

Business Development Director

Palm Beach, FL

Contact

222 Lakeview Avenue
Suite 1160
West Palm Beach, FL 33401
1-561-571-4900

Howard E.N. Wilson

Florida Regional Office Director

Managing Director