Brian K. Green, CFA, is Director of Glenmede’s Family Wealth practice. In this role, he leads the firm’s wealth management practice for entrepreneurial clients and multi generational ultra high-net-worth families, including the development and management of personalized, comprehensive investment management, advisory and planning services. Mr. Green leads the Family Wealth team from the firm’s headquarters in Philadelphia, Pennsylvania.
Prior to joining Glenmede, Mr. Green was a senior portfolio manager in BNY Mellon’s New York office. Previously, he was employed by JPMorgan Chase & Co. for 18 years, where he served as a lead advisor for some of the largest family relationships. During his tenure at J.P. Morgan, he also developed and managed several equity and multi-asset strategies, and orchestrated turnarounds on several underperforming investment solutions. Earlier in his career, he served as a founding member of JPMorgan Private Bank’s Chicago office, helping to establish the company’s Midwest presence.
Mr. Green earned an MBA from Columbia Business School and an MBA from the London Business School. He earned two B.S. degrees in accounting and finance from the University of Arkansas at Fayetteville. He is an advisory board member for the Garrison Financial Institute and is a member of the CFA Institute.