Presenter

Gordon Fowler

President, CEO & Chief Investment Officer, Glenmede Trust

Gordon B. Fowler Jr., is President, Chief Executive, and Chief Investment Officer of Glenmede, and a Director of The Glenmede Trust Company, N.A.Prior to becoming President and Chief Executive Officer in 2010, Mr. Fowler served as Glenmede’s Chief Investment Officer, a position he has held since joining the Company in 2003. In this role, he has been responsible for the investment strategy and process, portfolio fund managers, and the trading and investment research group. Along with Glenmede’s Director of Investment Strategy, he continues to have oversight of these responsibilities.With a background in both U.S. and global investment management, he has extensive experience with quantitative equity investing, asset allocation and tax-aware research and investment management. Mr. Fowler joined Glenmede following a more than twenty-year career with J.P. Morgan. From 1994 to the time of his departure, he was Head of U.S. Investment Management for J.P. Morgan’s Private Bank, and subsequently assumed responsibility for global investment management. Previously, from 1981 to 1994, Mr. Fowler worked for J.P. Morgan Investment Management. During this time, he developed the firm’s first quantitative products, including a long/short strategy, enhanced indexing product and tax-aware investing strategies; he also managed the firm’s quantitative equity group.He has co-authored numerous articles on investing for private clients and institutions, including “Tax-Aware Equity Investing,” a pioneering study on managing money for taxable individuals, in The Journal of Portfolio Management; “Is Tax-Loss Harvesting Worth It? Greater After-Tax Returns through Active Selection” in The Journal of Financial Planning; and “Holistic Optimization of Goals, Simultaneously Solving for an Optimal Asset Allocation Given the Multiple Goals and Multiple Locations of Private Clients” in The Journal of Wealth Management.Mr. Fowler received a B.A. from Brown University in 1981 and a M.S. from New York University Graduate School of Business in 1985. He is a board member of White-Williams Scholars in Philadelphia, and a member of the working group for the Church Pension Group.

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