Deborah P. Cugel
Portefeuillebeheerder-Aandelen bij Glenmede Investment Management LP
Profiel
Ms. Deborah P.
Cugel, CFA, is a Relationship Manager & Managing Director at Glenmede Investment Management LP.
She is a Portfolio Manager in Glenmede’s Ohio office.
In this role, she is responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients.
Ms. Cugel partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.
Prior to joining Glenmede, Ms. Cugel was a Director and Portfolio Manager for Gradison McDonald Asset Management, where she managed portfolios for individuals and institutions and served as Chairperson of the stock selection committee.
She has also held several investment positions with KeyBank and its predecessor banks, including Vice President and Portfolio Manager in the Private Asset Management group.
She is a magna cum laude graduate of Miami University of Ohio, with a B.A.
in Economics and was awarded the Chartered Financial Analyst designation in 1989.
Actieve functies van Deborah P. Cugel
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-01-2007 |
Opleiding van Deborah P. Cugel
Miami University | Undergraduate Degree |
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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 |