Deborah P. Cugel
Gestore di Portafoglio-Azioni presso Glenmede Investment Management LP
Profilo
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.
Posizioni attive di Deborah P. Cugel
Società | Posizione | Inizio |
---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/2007 |
Formazione di Deborah P. Cugel
Miami University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 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 |
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