PHILADELPHIA--(BUSINESS WIRE)--Glenmede, a privately held and independently owned investment and wealth management firm, today announced the appointment of David D. Legeay, CFA, as Managing Director and Senior Portfolio Manager. He will be based in Glenmede’s Cleveland office, and he will report to Lawrence Hatch, Regional Director of Ohio. In his role, Mr. Legeay will provide tailored investment advice within a distinctive wealth planning framework to serve the needs of individuals, families, endowments and foundations.
“Dave is a notable addition to our Cleveland office,” said Mr. Hatch. “As a distinguished leader in the Ohio market, he has spent his career in wealth management, strategizing and delivering tangible solutions for entrepreneurial and multi-generational clients. His experience helping clients achieve their goals aligns perfectly with Glenmede’s deep commitment and focus in Northeast Ohio, our region and firm-wide.”
With almost thirty years in the industry, Mr. Legeay joins Glenmede from Hawthorn, PNC Family Wealth, where he most recently served as Managing Director of the Ohio market overseeing regional growth and operations while providing high-touch relationship management and investment advisory service to clients. Prior to joining Hawthorn, Mr. Legeay held positions with KeyBank National Association.
Mr. Legeay received a Bachelor of Science Degree in economics from Vanderbilt University. He holds the Chartered Financial Analyst designation, is Past Chair of the Newbridge Center for Arts and Technology Board, serves as Trustee and Finance Committee Chair for ideastream and was a member of the 2020 class in Leadership Cleveland.
The Glenmede Trust Company, N.A. (“Glenmede”) is among the nation’s leading investment and wealth management firms. Together with its affiliates, the company oversees $40 billion of assets under management for high-net-worth individuals, families, family offices, endowments, foundations and institutional clients. Headquartered in Philadelphia, the firm has offices in Ohio, Delaware, Florida, New Jersey, New York, Pittsburgh and Washington DC. For further information, please visit www.glenmede.com.