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Raj Rajeshwar
Portfolio Manager-Aktien bei Glenmede Investment Management LP
Profil
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.
Aktive Positionen von Raj Rajeshwar
Unternehmen | Position | Beginn |
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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. | Portfolio Manager-Aktien | - |
Ausbildung von Raj Rajeshwar
University of Michigan | Masters Business Admin |
University of Delhi | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Unternehmensverbindungen
Private Unternehmen | 1 |
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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 |