Brian K. Green, CFA®, is Glenmede’s Director of Private Wealth Portfolio Management and Associate Director of Investment Management in Glenmede’s Philadelphia office. In this role, he is responsible for shaping Glenmede’s Private Wealth investment platform, which includes developing capabilities, best practices, and allocating capital across asset classes and investment strategies to produce competitive risk-adjusted returns. Additionally, Mr. Green is responsible for ensuring that the firm’s investment philosophy and strategic viewpoints are expressed in client portfolios. Mr. Green also serves as Relationship and Portfolio Manager on select ultra-high-net-worth relationships.
Brian Green
Director of Private Wealth Portfolio Management, Managing Director
Glenmede
United States, Pennsylvania, Philadelphia
About Me
Profile Information
Director of Private Wealth Portfolio Management, Managing Director
Glenmede
Investment Team, Operations Team
Investor
Fund of Funds
Philadelphia
Pennsylvania
United States
Jul 5, 2025
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