People Moves
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.