Richard William Gale
Portfolio Manager-Fixed Income bei Glenmede Investment Management LP
Profil
Mr. Richard W.
Gale, CFA, is a Relationship Manager, Portfolio Management & Managing Director at Glenmede Investment Management LP.
He is a Portfolio Manager in Glenmede’s Philadelphia headquarters.
In this role, he is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients.
Prior to his current role, he was a Relationship Manager in Glenmede’s New York office.
Previously, he was a Portfolio Manager and Bond Trader in Glenmede’s corporate headquarters where he was a member of the team responsible for the management of the fixed income assets selected for investment in client portfolios.
During this time, he also specialized in managing the short- term municipal trading strategy.
Mr. Gale received a B.S.
in Economics from The Pennsylvania State University and is a member of the New York Society of Security Analysts and the CFA Institute.
Additionally, he earned his Chartered Financial Analyst designation in 2010.
Aktive Positionen von Richard William Gale
Unternehmen | Position | Beginn |
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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-Fixed Income | 01.01.2007 |
Ausbildung von Richard William Gale
The Pennsylvania State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 1 |
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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 |