Serge Pepper
Portefeuillebeheerder-Aandelen bij Glenmede Investment Management LP
Profiel
Mr. Jonathan S.
Pepper is a Regional Director & Managing Director at Glenmede Investment Management LP.
In this role, he leads the Company’s wealth management practice for high-net-worth individuals and families, including the development and management of personalized and comprehensive investment management, advisory and planning services.
In addition, Mr. Pepper serves as a member of the Company’s Fiduciary Practices Committee, which oversees the administrative standards that require the Company, as fiduciary, to exercise discretion under the terms of a governing instrument or applicable law.
Prior to joining Glenmede over two decades ago, Mr. Pepper served as an Associate Vice President of Trident Advisors.
In this role, he was responsible for high net worth relationships, focusing primarily on clients for whom the Company had a fiduciary responsibility.
Previously, he worked as a Senior Financial Advisor at Prudential Securities, where he received his Series 7, 63 and 65, and as Equity Research Associate in Argentina for Merchant Bankers Asociados.
He received a Bachelor of Arts degree from Goucher College.
Actieve functies van Serge Pepper
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Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Portefeuillebeheerder-Aandelen | 01-01-2007 |
Opleiding van Serge Pepper
Goucher College | Undergraduate Degree |
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Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Finance |