What changed

Joins Glenmede in Pittsburgh with more than 12 years of experience advising ultra-high-net-worth families.

Reported / discovered

Sep 8, 2026

Effective

Not reported

New role

investment advisor and managing director

Previous role

Not reported

Market

Pittsburgh, PA

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.