Glenmede’s Huldah Robertson, CFP®, Elected President of Philadelphia Estate Planning Council

Business Wire

PHILADELPHIA--(BUSINESS WIRE)-- Glenmede, a privately-held and independent investment and wealth management firm with more than $30 billion in assets under management (AUM), is pleased to announce that Huldah A. Robertson, CFP, a Vice President in Business Development in Glenmede’s Philadelphia headquarters, has been elected president of the Philadelphia Estate Planning Council (PEPC) for a one-year term.

The PEPC is an interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction. It is the largest such council in the U.S., with a membership of over 800 estate planning professionals. Ms. Robertson has served on the PEPC Board of Directors since 2007.

At Glenmede, Ms. Robertson is responsible for client development of endowments, foundations, tax exempt entities and high-net-worth families. She began her career with Glenmede in 1998 as a Senior Investment Officer.

“Huldah has overseen the development of numerous relationships and projects for Glenmede over the years,” said Laura LaRosa, Director of Client Development at Glenmede. “She brings tremendous leadership experience to her position with PEPC and we are extremely proud of her work with this important organization.”

About Glenmede

The Glenmede Trust Company, N.A. (“Glenmede”) is among the nation’s leading investment and wealth management firms with more than $30 billion of investable 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, New Jersey, New York City and Washington DC. For further information, please visit www.glenmede.com.