Raj Rajeshwar
Portefeuillebeheerder-Aandelen bij Glenmede Investment Management LP
Profiel
Mr. Uma M.
Rajeshwar, CFA MBA, is a Relationship Manager & Managing Director at Glenmede Investment Management LP.
He is a Portfolio Manager in Glenmede’s Ohio office.
In this role, he is responsible for providing investment, estate and wealth planning advice for Glenmede clients.
Mr. Rajeshwar partners with investment advisory, tax and wealth planning colleagues and external advisors to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.
With over three decades of investment and trust experience, Mr. Rajeshwar has been practicing with Glenmede for almost two decades.
Prior to joining Glenmede, he served Wealth Management clients as Senior Vice President, Society Asset Management, for Society Corp, Cleveland, Ohio, and as Vice President, Finance, Trust & Investment Management, AmeriTrust/Society Corp., Cleveland, Ohio.
Mr. Rajeshwar received a Bachelor of Arts degree in economics from the University of Delhi, India, and earned a Master of Business Administration degree from the University of Michigan.
He also holds the Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™ and the Certified Trust Financial Advisor designations, and is a faculty member of the ABA sponsored National Trust and Graduate Trust Schools.
Actieve functies van Raj Rajeshwar
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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 | - |
Opleiding van Raj Rajeshwar
University of Michigan | Masters Business Admin |
University of Delhi | 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 |