People Moves

Philly-Based Wealth Firm Hires Financial Planning Head

Sandra Kilhof Reporter September 20, 2013

Philly-Based Wealth Firm Hires Financial Planning Head

The Philadelphia-headquartered wealth manager Glenmede has
hired David K Plotts as director of financial planning.

In his new role, he’ll assist clients and their advisors to
develop, implement and monitor comprehensive estate and financial planning
services, ensuring that all facets of the planning process are embedded
throughout the relationship.

Plotts has nearly two decades of experience in financial
services, joining Glenmede from Hawthorn PNC Family Wealth, where he was a
senior vice president and market director of wealth strategy, handling wealth
transfer and estate planning strategies for  families. Previously, he served as a tax
director at PricewaterhouseCoopers, advising on estate plans for high-net-worth
individuals and families and providing comprehensive financial planning for
business executives.

Aside from its headquarters in Philadelphia,
PA, Glenmede has offices in Ohio,
Delaware, New Jersey
and New York
and currently has $22 billion of investable assets under management.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes