PHILADELPHIA--(BUSINESS WIRE)--Glenmede, a privately-held and independently owned investment and wealth management firm with $31 billion in assets under management (AUM), announced the appointment of Eric Grasinger, CFA, CMT, as a Relationship and Portfolio Manager in the New York office. In his role, he will customize investment portfolios for a clientele of individuals, families, endowments and foundations, and provide ongoing investment guidance and due diligence.
“Eric brings tremendous investment and client relationship management experience to his role,” said Lee Miller, New York Regional Office Director. “We are confident he will provide our clients with high quality service along with innovative wealth advice and solutions in the areas of financial, retirement, succession, trust, income tax, and estate and gift tax planning.”
Grasinger has more than 15 years of experience in the wealth management industry, most recently serving as a Portfolio Manager and Special Situations Equity Research Analyst for U.S. Trust. In this role, he oversaw equities and created a Security Analysis Program for junior analysts. Grasinger also co-managed a growth-at-a-reasonable-price (“GARP”) equity fund. Prior to joining U.S. Trust, Grasinger worked in equity research at Credit Suisse and Gabelli Asset Management.
Grasinger received an M.B.A. from Columbia Business School and a B.A. in Economics from Brown University. He holds the Chartered Financial Analyst designation and is a member of the NYSSA, CFA Institute and Market Technicians Association.
The Glenmede Trust Company, N.A., (“Glenmede”) is among the nation's leading investment and wealth management firms with $31 billion of 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, New York and Washington DC. For further information, please visit www.glenmede.com.