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
2024: Q2Q1
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




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use