Joe Mccool Email and Phone Number
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I am responsible for cultivating relationships with endowments, foundations, tax-exempt entities and high-net-worth families. In addition, I foster and maintain existing client relationships, enhancing Glenmede's reputation as a specialized wealth manager.Glenmede is an independent and privately-held wealth management firm founded in 1956 to serve in perpetuity as the investment manager and trustee of the Pew family’s charitable interests—The Pew Trusts. Today Glenmede provides highly customized investment, fiduciary and advisory services to high-net-worth individuals and families, endowments, foundations and institutional entities. Headquartered in Philadelphia, Pennsylvania, the firm has offices in New York City, New York; Morristown and Princeton, New Jersey; Cleveland, Ohio and Wilmington, Delaware.Please contact me for a confidential conversation to discuss your investment and financial goals at 561-379-6625 or at Joseph.McCool@Glenmede.com.
Glenmede
View- Website:
- glenmede.com
- Employees:
- 383
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Managing Director - Business Development DirectorGlenmede Dec 2018 - PresentWest Palm Beach, Florida AreaI am responsible for cultivating relationships with endowments, foundations, tax-exempt entities and high-net-worth families. In addition, I foster and maintain existing client relationships, enhancing Glenmede's reputation as a specialized wealth manager.
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Managing Director/Senior AdvisorFieldpoint Private 2016 - 2018Palm Beach, FloridaI opened Fieldpoint Private’s Palm Beach office upon joining the firm in 2016. I advised wealthy individuals, as well as the boards of endowments and foundations, in the development and implementation of investment strategies designed to achieve long-term investment objectives. My practice, while concentrated in the southeast (Florida), is national in scope. -
Senior Vice President And Investment CounselorCapital Group Private Client Services 2003 - 2015I spent 12 years as Senior Vice President of Capital Group Private Client Services and Capital Guardian Trust Company. Capital Group Companies manage in excess of $1.3 trillion in assets worldwide and employs 7,500 professionals in 40 countries. -
PrincipalSanford C. Bernstein 1993 - 2003Based in West Palm Beach, FL., I was one of the original advisors tasked with establishing a southeast presence for the firm. In my role as a financial advisor, I worked with high net worth individuals and families as well as endowments and foundations. -
Vice President, Corporate FinanceSmith Barney 1989 - 1993At Smith Barney, I was a Vice President in the Corporate Finance Group specializing in direct investments. I also worked within the Smith Barney Pension Advisors Corporation, Inc., which acted as an investment advisor to Fortune 500 defined benefit plans, high-net-worth individuals, sovereign funds and offshore partnerships.
Joe Mccool Skills
Joe Mccool Education Details
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Finance
Frequently Asked Questions about Joe Mccool
What company does Joe Mccool work for?
Joe Mccool works for Glenmede
What is Joe Mccool's role at the current company?
Joe Mccool's current role is Managing Director - Business Development Director at Glenmede.
What is Joe Mccool's email address?
Joe Mccool's email address is jo****@****oup.com
What schools did Joe Mccool attend?
Joe Mccool attended Nyu Stern School Of Business, Columbia University In The City Of New York.
What skills is Joe Mccool known for?
Joe Mccool has skills like Investments, Investment Management, Asset Allocation, Finance, Asset Management, Portfolio Management, High Net Worth Individuals, Wealth, Corporate Finance, Equities.
Who are Joe Mccool's colleagues?
Joe Mccool's colleagues are Ryan Rasmussen, Cynthia Dill, Janet Valecce, Kristen Isoldi, Brent Rovner, Bruce Foulkrod, Mai Huynh.
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Joe Mccool
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Joe McCool
Starecasing Systems - Convert Carpeted Stairs To Hardwood And Transform Your Home With A New LookColumbus, Ohio Metropolitan Area2gmail.com, starecasing.com -
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Joe McCool
Pasadena, Ca1fidelitywest.com
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