Glenmede, a privately held and independently owned wealth and investment management firm, has announced the appointments of several senior advisers across its New York, Northern New Jersey, Cleveland and Pittsburgh offices.
New York: Louis Porta joins as investment adviser and managing director, reporting to Gregory Khost, New York regional director. Porta has 25 years of experience building customized portfolios and implementing wealth planning strategies for families and institutions. In this role, he will provide investment advice, asset allocation guidance and ongoing portfolio management for Glenmede clients.
Northern New Jersey: Christina Duffy joins as fiduciary adviser and managing director, reporting to Khost. Duffy has 25 years of experience as a wealth adviser, with expertise in relationship management, fiduciary administration and investment management. She will work with clients to provide thoughtful wealth management advice, trust and account administrati
