PHILADELPHIA--(BUSINESS WIRE)--Glenmede, a privately held and independently owned investment and wealth management firm with nearly $40 billion in assets under management, today announced the appointment of Elizabeth “Liz” Eldridge as the Director of Manager Research. She will be based in Glenmede’s Philadelphia office and report to Peter Zuleba, Director of Investment Management.
In this role, Ms. Eldridge will lead a team of research analysts that will serve as the liaisons between external asset managers and the Private Wealth investment team. Her efforts will focus on sourcing investment strategies by identifying and evaluating managers and their portfolios to assess drivers of risk and return, alpha composition and durability in various market environments.
“With more than two decades of experience in manager research and selection, we are delighted to welcome someone with Liz’s expertise and background,” said Peter Zuleba. “Liz’s experience working across geographies including London, Hong Kong and New York will add a valuable global perspective to our team that will only further our efforts to provide our clients with unparalleled counsel and unique market insights.”
Ms. Eldridge joins Glenmede from JP Morgan Private Bank, where she was Global Head of Equity & Equity Alternative Manager Solutions and a leading member of the Sustainable Investing Working Group. She drove the onboarding of sustainable and ESG investments for the platform and oversaw the team responsible for the onboarding and monitoring of equity strategies for use within Global Wealth Management.
“Glenmede’s open architecture model allows the firm to provide a broad array of high quality investment options to help meet clients’ needs. I am thrilled to be joining a firm that takes pride in this structure and look forward to working with this best-in-class team,” said Liz Eldridge
Ms. Eldridge received a Bachelor of Arts Degree from Georgetown University, where she graduated cum laude, with Honors in Economics.
The Glenmede Trust Company, N.A. (“Glenmede”) is among the nation’s leading investment and wealth management firms with nearly $40 billion of assets under management for high-net-worth individuals, families, family offices, endowment, foundations and institutional clients. Headquartered in Philadelphia, the firm has offices in Ohio, Delaware, Florida, New Jersey, New York, and Washington DC. For further information, please visit www.glenmede.com.