Name: Mark R. Parthemer, AEP, ACTEC Fellow
The mission: Empower the confident pursuit of purpose, passions, and legacy through integrated wealth management. Glenmede is structured to offer the best of both worlds—the extensive resources of a large organization with the responsiveness of an independently owned, client-focused boutique firm.
The Florida team—led by Mark R. Parthemer, regional director and chief wealth strategist—provides personalized, sophisticated solutions to individuals and families of significant wealth as well as family offices, endowments, and foundations. Joined by relationship managers Stepanie Baudo; David Friedman, CFA; and Suzanne Weston, the team offers extensive wealth management experience.
Wealth can be complex and requires a tailored plan. Glenmede’s proprietary Goals-Based Wealth Management Review helps clients visualize the complex relationship between goals, investments, risk, and wealth planning alternatives across different scenarios. With Glenmede, clients have the support and insights of specialized teams including wealth planning, investment management, trust and estate planning, family philanthropy, and wealth education.
“Each client is unique,” says Parthemer “At Glenmede, we deliver personalized bespoke advice and solutions based on each client’s particular needs and goals.”
222 Lakeview Ave., Suite 1160 • West Palm Beach
561.571.4900 • glenmede.com