Brian Green

About Brian Green

Engaging and innovative Senior Executive recognized for skill in building and leading high performance teams. Knowledge gained through 25 years of experience in financial markets. Tapped throughout career to build de novo capabilities and lead turnarounds to expand growth opportunities and repair ailing businesses. Skills span a wide spectrum of investment decision making across multiple asset classes, working with clients across the wealth spectrum, and developing business solutions for unmet AREAS OF EXPERTISE• Business Leadership – Track record of developing strategic vision for business success. Executed a series of turnarounds in asset and wealth management. Known for building high performance teams, mentoring talent, and collaborating with colleagues to create a culture of excellence.• Investment Management – Deep level of experience in fundamental research, portfolio construction, and risk management. Skill in building active and passive portfolios across the wealth spectrum. Key investment decision maker for the firm and key member of its Investment Policy Committee.• Private Wealth Management – Successful in maximizing wealth for ultra-high-net-worth families through a multi-discipline value proposition. Ability to customize portfolios across a broad range of asset classes based on sharply honed analytic capabilities and an understanding of client objectives. • Relationship Management – Knowledgeable about the dynamics of family decision-making, family dynamics, family meetings. Foster revenue generating relationships with multibillion-dollar families and consistently designated as the go-to person to turn around complex situations.

Experience

1. Associate Director of Investment Management, Managing Director

   Glenmede

   Jan 2019 — Present · Philadelphia, PA, US

   Appointed to simultaneously assume responsibilities related to business oversight, establishing and enforcing best practices, and business operations including trading analytics, sales, risk management and administration.

Education

• University of Arkansas

  Bachelor of Science (B.S.), Accounting

• University of Arkansas

  Bachelor of Science (B.S.), Finance and Financial Management Services

• Columbia Business School

  MBA, Business Administration and Management, General

• London Business School

  MBA, Business Administration and Management, General

Skills

• Capital Markets
• Series 7
• Strategy
• Asset Allocation
• Mutual Funds
• Investments
• Fundamental Company Analysis
• Series 63
• Securities
• Convertible Bonds
• Portfolio Construction
• Emerging Markets
• Finance
• Valuation
• Asset Management
• Options
• Wealth Management
• Derivatives
• Investment Strategies
• Alternative Investments
• Private Equity
• Equity Research
• Hedge Funds
• Portfolio Management
• Equity Options
• Investment Advisory
• Bonds
• Equities
• Bloomberg
• Investment Management
• Financial Markets
• Trading
• Credit
• Financial Modeling
• Fixed Income
• Economics