Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Philly Firm Lures an Oppenheimer Sales Honcho Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, April 3, 2013

A Philly Firm Lures an Oppenheimer Sales Honcho

Reported by Tommy Fernandez

A Philly firm is looking to tap more aggressively into the high-net worth family niche.

Glenmede [profile], a $22 billion AUM manager which markets 16 funds has hired John Carson to serve as a business development manager in the firm's Philadelphia office.

In this role, the 25-year industry veteran will focus on courting high-net-worth individuals and families, family offices, endowments, foundations and institutional entities on a national scale.

Previously, Carson was the managing director of the middle market institutional sales group at Oppenheimer & Co.. Before that, he spent more than a decade with BofA Merrill Lynch, most recently as managing director of institutional equity sales.

Here is the press release:
Company Press Release

Glenmede Appoints John G. Carson Business Development Manager

Industry Veteran Brings More Than 25 Years of Expertise to Glenmede

  Philadelphia, Pennsylvania – April 3, 2013 – Glenmede, a privately-held and independent investment and wealth management firm, today announced the hiring of John G. Carson as a Business Development Manager in the Philadelphia office, reporting to Chip Wilson, Executive Director of Relationship Management. In this role, Mr. Carson will focus on initiating and broadening relationships with high-net-worth individuals and families, family offices, endowments, foundations and institutional entities on a national scale.

  “John has tremendous experience and a demonstrated track record. Importantly, his character and integrity are consistent with Glenmede’s emphasis on its culture,”said Mr. Wilson.

  With more than two decades of experience in financial services, Mr. Carson joined Glenmede from Oppenheimer & Co. where he was a Managing Director of the middle market institutional sales group. Previously, he spent more than a decade with Bank of America/Merrill Lynch, most recently as Managing Director of Institutional Equity Sales. Mr. Cason was recognized as the firm’s top regional institutional equity salesperson in 2005, 2007, 2009 and again in 2010.

  Mr. Carson held a similar position for Wertheim Schroder / Schroders PLC in Philadelphia for a decade as well, prior to which he worked for Drexel Burnham Lambert in New York. Mr. Carson received his Bachelor of Business Administration in Accounting from the University Notre Dame.

  About Glenmede

Glenmede is among the nation's leading investment and wealth management firms with $22 billion of investable assets under management for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Ohio, Delaware, New Jersey and New York. For further information, please visit www.glenmede.com.

 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. IMEA webinar - Catch the AI Wave: A Practical Guide to Moving From Experimentation to Impact, August 4
  2. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  3. Samfund Soiree Boston 2025, August 21
  4. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  5. ICI ETF Conference, Sep 8-10
  6. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  7. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  8. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  9. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  10. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  11. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  12. IMEA Portfolio Construction Roundtable, September 24
  13. Expect Miracles Atlantic Coast Classic 2025, September 29
  14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  16. 10th annual Fuse Forum, October 8
  17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  18. 2025 MMI Annual Conference, Oct 15-17
  19. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  20. MFDF In Focus webinar - Audit Committee Chair, November 5
  21. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  22. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  23. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  24. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use