Robert M. Siewert

Gestionnaire de Portefeuille-Actions chez Glenmede Investment Management LP

Profil

Mr. Robert M.
Siewert, 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 advice, asset allocation and ongoing portfolio management for Glenmede clients.
Mr. Siewert partners with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.
Additionally, Mr. Siewert is a member of the Company’s Investment Policy Committee, which is responsible for setting asset allocation and investment strategy for Private Wealth client portfolios.
Prior to joining Glenmede, Mr. Siewert served for ten years in various positions at Victory Capital Management, with a majority of that time spent as a Portfolio Manager and Research Analyst for Victory's large cap value equity team.
As a portfolio manager, he was directly responsible for managing $300 million in assets and served as the assistant portfolio manager of the Victory Value Stock Fund.
During his tenure in equity research, he followed consumer discretionary and technology stocks.
He received an M.B.A.
in Finance from the Weatherhead School of Management at Case Western Reserve University and a B.A.
in Business from Baldwin-Wallace University.
He has also earned the Chartered Financial Analyst Designation and is an active member of the CFA Institute, and a member of the Cleveland Society of Security Analysts.

Postes actifs de Robert M. Siewert

Sociétés	Poste	Début
Glenmede Investment Management LP	Gestionnaire de Portefeuille-Actions	01/01/2007

Anciens postes connus de Robert M. Siewert

Sociétés	Poste	Fin
Victory Capital Management, Inc. (Investment Management)	Corporate Officer/Principal	-

Formation de Robert M. Siewert

Baldwin-Wallace College	Undergraduate Degree
Case Western Reserve University	Masters Business Admin