The US investment and wealth management firm has promoted its senior relationship manager to head of its family wealth team.

Philadelphia-headquartered Glenmede has appointed Brian Green as director of its family wealth practice.

Green joined Glenmede last year as a senior relationship manager within portfolio management. Before this, he held a number of senior-level advisory roles at BNY Mellon and JPMorgan Chase & Co. In his new role, Green will be based in the firm's Philadelphia office, reporting to Susan Mucciarone, Glenmede's director of wealth advisory.

“Brian's expertise as an investment professional, his understanding of the complex issues clients face in managing and structuring their wealth for future generations, and his dedication to clients eminently qualify him for this important leadership role at Glenmede,” said Mucciarone. 

“He brings deep experience and a demonstrated track record of creating novel solutions to solve complex client issues, and a level of integrity that aligns with Glenmede's core values.”

Glenmede, which also has offices in Ohio, Delaware, New Jersey, New York and Washington DC, oversees $30 billion of assets under management.