Caroline Wyspianski
Managing Director, Portfolio Management, Chair of Investment Committee @Glenmede
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WORK HISTORY
Managing Director, Portfolio Management, Chair of Investment Committee @Glenmede
Directed team of high-net-worth client facing professionals with clients in range of $5M-$100M serving in a leadership capacity across the firm as simultaneous Chair of Investment Committee, with active roles on various leadership teams including Private Wealth Committee, and Investment Process Review Committee.• Chairperson- Investment Process Committee, Chairperson- Manager Research Investment Committee • Led team, creating a culture of excellence in client investment delivery and service where outcomes included doubling of AUM in team over 3-year period, while mentoring talent from across the firm. • Lead relationship manager for ultra-high-net-worth families, leading multi-generational family planning and meetings while facilitating discussions of goals and objectives including those for lifestyle sufficiency, legacy, and philanthropy while also tailoring portfolios for Impact/ESG clients to align family values with investments. • Lead of several tactical initiatives to create better investment and client service outcomes: ESG/Impact Investing, Relationship Management Resources, ESG integration and Goals Based/Financial Planning in wealth management.• Founded Women’s Investing Network, with membership of 200+ people, leading discussions about investments, networking and leadership.Appointed by CEO to simultaneously assume the responsibilities of Chair of Investment Committee and Director of Manager Research Group including selection of all strategies employed by the firm in traditional and hedge manager selection representing $20B in AUM. • Developed industry leading framework for ESG integration and strategy identification, while identifying top quartile managers with impact/ESG mandates. • As Chairman of the Investment Committee, improved quality and rigor of firm-wide private wealth investment process.
EDUCATION
The Wharton School
Master of Business Administration (M.B.A.), Finance, General
Colby College
Bachelor's degree, Government and English Literature
SKILLS
ABOUT CAROLINE WYSPIANSKI
Experienced leader in Private Banking/Asset Management. Experience managing high and ultra high net worth and institutional clients. Specialties: Impact investing, manager due diligence, portfolio management, multi asset class solutions, relationship building, hedge fund and private equity investments, relationship management, sales and marketing.
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