Glenmede, a US-based wealth management firm, has named Brian Green as director of its family wealth practice.
Green will be responsible for expanding the firm’s investment and wealth management practice for entrepreneurial clients and multi-generational families, including development and management of investment management, advisory and planning services.
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He will be based in Philadelphia and report to Susan Mucciarone, director of wealth advisory at Glenmede.
Green, who joined Glenmede as a senior relationship manager in portfolio management in 2014, previously held several senior-level advisory roles at BNY Mellon and JPMorgan Chase & Co.
Mucciarone said: "Brian’s expertise as an investment professional, his understanding of the complex issues clients face in managing and structuring their wealth for future generations, and his dedication to clients eminently qualify him for this important leadership role at Glenmede."
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By GlobalData
