I am a career investment professional with over 30 years of experience spanning both private wealth and institutional investment management. In addition to serving as a relationship manager to clients, I presently serve as the Practice Leader for Portfolio Management in Glenmede Private Wealth. In my role, I am responsible for investment oversight, investment policy and for delivering consistency in the client experience across the 9 offices of Glenmede. As an experienced wealth management and investment professional with extensive experience in investment strategy, portfolio construction, security selection, and financial & estate planning, I provide holistic wealth management and pl