Organization: Glenmede Name: Mark R. Parthemer, AEP, ACTEC Fellow
Glenmede’s independent ownership, continuous innovation, and enduring commitment to our clients have made it a trusted partner for more than 65 years. With the resources of a large firm, the scale to provide personalized service, and an unwavering commitment to a fiduciary mindset, Glenmede offers its clients a true partnership based on a commitment to long-term planning.
The firm believes in empowering the confident pursuit of an individual’s or family’s purpose, passions, and legacy through integrated wealth management. Partnering with clients, Glenmede helps them identify, achieve, and maintain their lifestyle, legacy, and philanthropic goals. The experienced Florida team—led by Mark Parthemer, regional director and chief wealth strategist, alongside relationship managers Stephanie L. Baudo, Philip Neidoff, and Suzanne S. Weston, senior client service associate Sara Morrell and Joseph McCool and Kyle Belsky in business development—provides personalized, sophisticated solutions to individuals and families of significant wealth as well as family offices, endowments, and foundations…