Huldah A. Robertson

Business Development Director & Vice President at The Glenmede Trust Co., NA

Huldah A. Robertson

Huldah A. Robertson

Business Development Director & Vice President at The Glenmede Trust Co., NA

Biography

Huldah A. Robertson is Vice President for The Glenmede Trust Co., NA and Treasurer & Director at Philadelphia Estate Planning Council.

Overview
RelSci Relationships

2429

Number of Boards

3

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Huldah A. Robertson likely has professional access to. A relationship does not necessarily indicate a personal connection.

Attorney at Bala Law Group LLC

Relationship likelihood: Strong

Director Planned Giving at The Jewish Federation of Greater Philadelphia

Relationship likelihood: Strong

Attorney at Kulzer & DiPadova PA

Relationship likelihood: Strong

Managing Partner & CCO at Stone Pine Financial Partners

Relationship likelihood: Strong

Chief Planning Officer, Business Owners at Wilmington Trust, NA

Relationship likelihood: Strong

Treasurer at Philadelphia Estate Planning Council

Relationship likelihood: Strong

Financial Advisor at Abacus Wealth Partners LLC

Relationship likelihood: Strong

Partner, Portfolio Manager at Coho Partners Ltd.

Relationship likelihood: Strong

Vice President at Goldman Sachs Bank USA (New York)

Relationship likelihood: Strong

Director & Wealth Planner at The Citibank Private Bank

Relationship likelihood: Strong

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Huldah A. Robertson
Business Development Director & Vice President at The Glenmede Trust Co., NA
Education
BA in Economics & English

The University of Pennsylvania (commonly referred to as Penn or UPenn) is a private, Ivy League university, located in Philadelphia, Pennsylvania, United States. Penn considers itself the fourth-oldest institution of higher education in the United States, as well as the first university in the United States with both undergraduate and graduate studies.

Career History
Vice President & Director-Business Development
Prior

Glenmede Investment Management An independent investment and wealth management firm—privately owned for over half a century. And, we intend to stay that way. That commitment is supported by the strength of our advice and our strength and stability as an organization. We’re free to singularly focus on what we do best—personally deliver consistent, thoughtful advice—in good markets and bad, year after year, generation to generation. With over $20 billion under management, our clients range from families and family offices to endowments, foundations, consultants and institutional plans. Each benefits from the intellectual rigor that allows us to develop sophisticated strategies and enduring solutions. For a long-term partner, come to Glenmede

Business Development Director & Vice President
1998 - Current

The Glenmede Trust Company was founded in 1956 for one purpose-to serve in perpetuity as Trustee and Administrator of The Pew Memorial Trust, the primary funding source for the non-profit now known as The Pew Charitable Trusts. Over the last five decades, Glenmede and Pew have shared a rich history with each becoming separate entities in 2004. Today, Glenmede continues to serve as Trustee and now provides wealth and investment management services to nearly 2,000 families, as well as institutional and charitable organizations across the country.

Boards & Committees
Treasurer & Director
2014 - Current

Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction.

Member, Board of Directors
Prior

Penn Alumni promotes the interest and welfare of the University of Pennsylvania and its alumni; to inspire, develop and maintain the interest of the alumni in the University; to help alumni keep alive the friendships, associations and interests they formed as students at Pennsylvania; to foster giving to the University; to maintain close cooperation among alumni, officers and Trustees of the University and to establish a medium through which the alumni may support and advance the cause of higher education by the University; all of the foregoing to be consistent with the policies established by the Trustees of the University.

Member, Planned Giving Advisory Committee
Tenure Unconfirmed

The Philadelphia Orchestra is an American symphony orchestra, based in Philadelphia, Pennsylvania. One of the "Big Five" American orchestras, the orchestra is based at the Kimmel Center for the Performing Arts. From its founding until 2001, the Philadelphia Orchestra gave its concerts at the Academy of Music.

Awards & Honors
2012
CFP (Certified Financial Planner)
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