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Glenmede Appoints New Wealth Advisor
Editorial Staff
13 September 2022
This week, Glenmede, a US-based investment and wealth management firm, has appointed Bridgette Becker as relationship manager, wealth advisory. “With her deep expertise in estate planning and fiduciary matters, she will be an invaluable resource to our clients, and we are thrilled to welcome her to our team,” said Hickey. “As we advance our growth strategy in the region, having someone with her experience best serves the interests of our clients and business partners by extending our reach from the Washington metropolitan area through Baltimore,” he added. Prior to joining Glenmede, Becker was an attorney at Baker Donelson, where she advised clients on trust and estate plans, estate administration and potential estate and fiduciary litigation matters, the firm added. Before Baker Donelson, Becker spent more than six years at PNC Private Bank Hawthorn in Baltimore as a senior fiduciary advisor, where she offered counsel to ultra-high net worth clients. Becker also worked as an attorney at Elville and Associates, a Maryland-based practice specializing in estate and special needs planning and elder law. Becker gained her doctor of law from the University of Baltimore Law School and a bachelor of arts in political science and government from Randolph-Macon College in Virginia. The Glenmede Trust Company is an investment and wealth management firm, which together with its affiliates, oversees $40 billion of assets under management for high net worth individuals, families, family offices, endowments, foundations and institutional clients. Based in Philadelphia, the firm has offices in Ohio, Delaware, Florida, New Jersey, New York, Pittsburgh and Washington DC.
Becker will report to Michael Hickey, regional director of Glenmede’s Washington, DC office, the firm said in a statement.
In this role, Becker will be a steward in growing and forming meaningful client relationships, both through highlighting Glenmede’s breadth of goals-based wealth management solutions and offering specialized trust administration strategies.
Drawing on her legal and fiduciary background, Becker will help administer special assets, including real estate and life insurance, and provide support and issue resolution for complex client relationships. She will also be responsible for addressing all areas of wealth management needs, including, but not limited to income, gift and estate taxes, as well as financial and wealth transfer planning.