Robert Siewert, Cfa Email & Phone Number
@glenmede.com
11 phones found area 330, 216, 614, 440, and 215
LinkedIn matched
Who is Robert Siewert, Cfa? Overview
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Robert Siewert, Cfa is listed as Managing Director at Glenmede, a company with 383 employees, based in Beachwood, Ohio, United States. AeroLeads shows a work email signal at glenmede.com, phone signal with area code 330, 216, 614, 440, 215, and a matched LinkedIn profile for Robert Siewert, Cfa.
Robert Siewert, Cfa previously worked as Managing Director - Practice Leader - Portfolio Management, Private Wealth at Glenmede and Managing Director - Relationship Management / Portfolio Management at Glenmede. Robert Siewert, Cfa holds Mba, Finance from Weatherhead School Of Management At Case Western Reserve University.
Email format at Glenmede
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AeroLeads found 2 current-domain work email signals for Robert Siewert, Cfa. Compare company email patterns before reaching out.
About Robert Siewert, Cfa
As an experienced wealth management and investment professional with extensive experience in investment strategy, portfolio construction, security selection, and financial & estate planning, I provide holistic wealth management and advice to high net worth and ultra-high net worth families and family foundations. In working with clients, I view my role as part investor, part educator, and part psychologist, with a focus on collaborating with clients to make their personal, legacy and philanthropic goals and dreams a reality.As a successful investor with a demonstrated track record of delivering strong investment returns, I owe that success to years of voracious reading, curiosity and the good fortune of starting my career at an investment manager with a value investment philosophy. In the words of Warren Buffett, "price is what you pay, value is what you get". As an enterprise and community leader, I have helped organizations achieve consistent and increasing success while providing sound guidance, advice, and mentorship to the stakeholders that I collaborate with. I have a history of leading others through team building and collaboration, effective communication, inclusion, initiative, inspiration, and mentorship, while demonstrating a high level of self-awarenessIn addition to my passion for investing, my passions outside of investing include family, golf, cycling, mountain biking, skiing, photography and travel.I welcome connections who share my professional or personal interests.About Glenmede:Glenmede is a company of reliable stewards who seek to provide innovative solutions and thehighest level of investment and wealth management services to serve the best interests of ourclients: individuals, families, endowments, foundations, institutional investors and consultantsthroughout the United States. Headquartered in Philadelphia, Pennsylvania, the firm also has offices in Pittsburgh, Pennsylvania; New York City, New York; Washington, DC; Morristown and Princeton, New Jersey; Cleveland [Beachwood], Ohio; Wilmington [Greenville], Delaware; and West Palm Beach, Florida. For more information, visit Glenmede.com.
Listed skills include Portfolio Management, Equities, Equity Research, Alternative Investments, and 12 others.
Robert Siewert, Cfa's current company
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Robert Siewert, Cfa work experience
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Managing Director - Relationship Management / Portfolio Management
CurrentAt Glenmede, our mission is to empower the confident pursuit of purpose, passions and legacy through integrated wealth management. As a relationship manager and portfolio manager in Glenmede’s Ohio office, I am responsible for providing holistic investment and wealth planning advice for Glenmede clients, with a primary focus on managing investment.
Portfolio Manager / Analyst
- Progressed in a career track of increasing responsibility spanning roles in audit, compliance, quantitative analysis, marketing, investment research and portfolio management, spending seven years in investment.
- Served as a portfolio manager on the large cap value equity team contributing to the management of the Victory Value Fund and management of affiliated bank commingled funds with direct oversight of $350 million in.
- Excelled as a research analyst for three years, outperforming sector benchmarks in every year, with responsibility for following consumer discretionary and technology stocks.
- Selected by senior leadership for a temporary assignment to help lead an internal wholesaling & marketing effort with internal partners of parent company KeyCorp.
- Named to the role of Chief Compliance Officer at the age of 23 with functional oversight of firm compliance and participation in the due diligence of firm acquisition targets.
Colleagues at Glenmede
Other employees you can reach at glenmede.com. View company contacts for 383 employees →
Semaila Dulon
Colleague at GlenmedePhiladelphia, Pennsylvania, United States, United States
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Jadav Milan
Colleague at GlenmedeGujarat, India, India
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Tyler Jablonowski
Colleague at GlenmedeGreater Philadelphia, United States
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Fran Thomas
Colleague at GlenmedePhiladelphia, Pennsylvania, United States, United States
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Darlene Warren
Colleague at GlenmedePhiladelphia, Pennsylvania, United States, United States
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Doris Hogan
Colleague at GlenmedeUnited States, United States
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Pat Piel
Colleague at GlenmedeWarminster, Pennsylvania, United States, United States
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Todd Marsala
Colleague at GlenmedeJenkintown, Pennsylvania, United States, United States
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Jeannette Leighton
Colleague at GlenmedeGreater Philadelphia, United States
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Sahil Thakur
Colleague at GlenmedeMandi, Himachal Pradesh, India, India
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Robert Siewert, Cfa education
Ba, Business
Frequently asked questions about Robert Siewert, Cfa
Quick answers generated from the profile data available on this page.
What company does Robert Siewert, Cfa work for?
Robert Siewert, Cfa works for Glenmede.
What is Robert Siewert, Cfa's role at Glenmede?
Robert Siewert, Cfa is listed as Managing Director at Glenmede.
What is Robert Siewert, Cfa's email address?
AeroLeads has found 2 work email signals at @glenmede.com for Robert Siewert, Cfa at Glenmede.
What is Robert Siewert, Cfa's phone number?
AeroLeads has found 11 phone signal(s) with area code 330, 216, 614, 440, 215 for Robert Siewert, Cfa at Glenmede.
Where is Robert Siewert, Cfa based?
Robert Siewert, Cfa is based in Beachwood, Ohio, United States while working with Glenmede.
What companies has Robert Siewert, Cfa worked for?
Robert Siewert, Cfa has worked for Glenmede and Victory Capital Management.
Who are Robert Siewert, Cfa's colleagues at Glenmede?
Robert Siewert, Cfa's colleagues at Glenmede include Semaila Dulon, Jadav Milan, Tyler Jablonowski, Fran Thomas, and Darlene Warren.
How can I contact Robert Siewert, Cfa?
You can use AeroLeads to view verified contact signals for Robert Siewert, Cfa at Glenmede, including work email, phone, and LinkedIn data when available.
What schools did Robert Siewert, Cfa attend?
Robert Siewert, Cfa holds Mba, Finance from Weatherhead School Of Management At Case Western Reserve University.
What skills is Robert Siewert, Cfa known for?
Robert Siewert, Cfa is listed with skills including Portfolio Management, Equities, Equity Research, Alternative Investments, Asset Allocation, Investment Management, Wealth Management, and Mutual Funds.
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