Matthew J. Cross
Portfolio Manager-Aktien bei Glenmede Investment Management LP
Profil
Mr. Matthew J.
Cross, CFA MBA, is a Relationship Manager, Portfolio Management & Managing Director at Glenmede Investment Management LP.
He 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.
He partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.
He began his investment career as an equity research analyst, and was instrumental in leading Glenmede's early efforts to incorporate Modern Portfolio Theory into the investment process.
Mr. Cross earned an Masters in Business Administration in Financial Management from Drexel University and a Bachelor of Science in finance with a minor in Economics from Indiana University of Pennsylvania.
Awarded the Chartered Financial Analyst designation, he is a member of the CFA Institute and the CFA Society of Philadelphia.
Aktive Positionen von Matthew J. Cross
Unternehmen | Position | Beginn |
---|---|---|
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm is a successor to Glenmede Advisers and presently a division of Glenmede Trust Co. NA, which was created in 1956 by four children of Joseph N. Pew, the founder of Sun Oil Company. Their ultimate parent is Glenmede Corp. Founded in 2007, GIM provides a discretionary investment service to institutional investors. In addition, the firm serves as sub-advisor to high-net-worth individuals who are wealth management clients of Glenmede Trust. GIM also offers its investment advisory services to clients of Wrap Sponsors. | Portfolio Manager-Aktien | 01.01.2007 |
Ausbildung von Matthew J. Cross
Drexel University | Masters Business Admin |
Indiana University of Pennsylvania | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm is a successor to Glenmede Advisers and presently a division of Glenmede Trust Co. NA, which was created in 1956 by four children of Joseph N. Pew, the founder of Sun Oil Company. Their ultimate parent is Glenmede Corp. Founded in 2007, GIM provides a discretionary investment service to institutional investors. In addition, the firm serves as sub-advisor to high-net-worth individuals who are wealth management clients of Glenmede Trust. GIM also offers its investment advisory services to clients of Wrap Sponsors. | Finance |