Brings Decades of Executive Leadership, Strategic Growth and Operational Excellence to the Firm
CLEVELAND–(BUSINESS WIRE)–Glenmede, a privately held and independently owned wealth and investment management firm, today announced the appointment of Bethany Bryant as Regional Director of the Cleveland, Ohio office, reporting to Adam Douberly, Director of Regional Markets.
“We have been privileged to serve the Cleveland community for over 25 years, and we intend to grow our presence by investing in talent and delivering exceptional client outcomes.”Post this
In her role, Ms. Bryant is responsible for leading a team of planning, fiduciary and investment professionals who deliver comprehensive wealth management solutions to individuals, families and institutions across the region. Larry Hatch, who led the Cleveland market for 11 years, will continue to serve in an integral role for Glenmede’s clients and the firm. “It’s been an honor to lead the Cleveland team for over a decade, and I cannot think of a more experienced and client-focused leader than Bethany to take our region to the next level and beyond,” said Hatch.
Ms. Bryant brings extensive experience to her new role at Glenmede, with over 30 years in the wealth management industry leading growth on the operational, product and client experience sides of the business. Ms. Bryant joins Glenmede from The Private Trust Company, N.A., an affiliate of LPL Financial, where she most recently served as President after co-founding the company. In her role as President, she set strategic direction, with a focus on client satisfaction, operational excellence, growth and profitability. In addition to her role at The Private Trust Company, Ms. Bryant held other roles in planning, insurance and retirement at LPL Financial, and was previously employed at Ernst & Young.
“Bethany’s appointment as Regional Director brings an entrepreneurial leader and proven talent to our firm, while reinforcing our deep commitment to the region,” said Douberly. “We have been privileged to serve the Cleveland community for over 25 years, and we intend to grow our presence by investing in talent and delivering exceptional client outcomes.”
Ms. Bryant received her MBA from Cleveland State University and her Bachelor of Science from Bowling Green State University. She holds her CPA license and is actively involved in the nonprofit community, serving in various leadership roles at several organizations including Treasurer on the Board of Trustees at the Laurel School for Girls, the Leadership Advisory Board at the Honors College of Bowling Green State University and President of Rejoice Lutheran Church.
About Glenmede
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 $41.6 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.
*(AUM as of 9/30/23)
Contacts
Ben Freundlich
[email protected]
973-868-7155
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