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@glenmede.com
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Joe Mccool is listed as Managing Director - Business Development Director at Glenmede at Glenmede, a with 383 employees, based in Palm Beach, Florida, United States. AeroLeads shows a work email signal at glenmede.com and a matched LinkedIn profile for Joe Mccool.
Joe Mccool previously worked as Managing Director - Business Development Director at Glenmede and Managing Director/Senior Advisor at Fieldpoint Private. Joe Mccool holds Mba, Finance from Nyu Stern School Of Business.
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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.
Listed skills include Investments, Investment Management, Asset Allocation, Finance, and 6 others.
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West Palm Beach, Florida Area
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.
Palm Beach, Florida
I 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.
I 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.
Based 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.
At 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.
Other employees you can reach at glenmede.com. View company contacts for 383 employees →
Jack Casler
Colleague at GlenmedeNew York City Metropolitan Area, United States
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Leann Giorgi
Colleague at GlenmedePhiladelphia, Pennsylvania, United States
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Riley Tenhuisen
Colleague at GlenmedePhiladelphia, Pennsylvania, United States
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Bobbie Larkin
Colleague at GlenmedePhiladelphia, Pennsylvania, United States
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Maura Lockett
Colleague at GlenmedeWilmington, Delaware, United States
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Dane Mosley, Cfa, Caia
Colleague at GlenmedeCleveland, Ohio, United States
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Elder Johnson
Colleague at GlenmedePhiladelphia, Pennsylvania, United States
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Greg Frankel
Colleague at GlenmedePhiladelphia, Pennsylvania, United States
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Linda Bellicini
Colleague at GlenmedeMaple Shade, New Jersey, United States
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Claire Lampazzi, Cfa
Colleague at GlenmedePhiladelphia, Pennsylvania, United States
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Quick answers generated from the profile data available on this page.
Joe Mccool works for Glenmede.
Joe Mccool is listed as Managing Director - Business Development Director at Glenmede at Glenmede.
AeroLeads has found 1 work email signal at @glenmede.com for Joe Mccool at Glenmede.
Joe Mccool is based in Palm Beach, Florida, United States while working with Glenmede.
Joe Mccool has worked for Glenmede, Fieldpoint Private, Capital Group Private Client Services, Sanford C. Bernstein, and Smith Barney.
Joe Mccool's colleagues at Glenmede include Jack Casler, Leann Giorgi, Riley Tenhuisen, Bobbie Larkin, and Maura Lockett.
You can use AeroLeads to view verified contact signals for Joe Mccool at Glenmede, including work email, phone, and LinkedIn data when available.
Joe Mccool holds Mba, Finance from Nyu Stern School Of Business.
Joe Mccool is listed with skills including Investments, Investment Management, Asset Allocation, Finance, Asset Management, Portfolio Management, High Net Worth Individuals, and Wealth.
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