Joseph D. Shelly
Profile
Mr. Joseph D.
Shelly is a Director-Consultant Relations at Glenmede Investment Management LP.
Prior to joining Glenmede Investment Management, Mr. Shelly was senior vice president and director of institutional sales and consultant relations at U.S.
Trust Company, where he focused on developing institutional business from corporate plan sponsors on a national level.
Before that, he was director of institutional investment strategies at Bank of America Capital Management.
He has held similar positions at Harris Investment Management and John Nuveen & Company.
Mr. Shelly received a BS in Business Administration from Miami University and a JD from The John Marshall Law School.
He is a member of the bar in Illinois and holds NASD Series 7 and 63 licenses.
Former positions of Joseph D. Shelly
| Companies | Position | End |
|---|---|---|
Glenmede Investment Management LP
 Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Sales & Marketing | 30/07/2012 |
Harris Investment Management, Inc.
 Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Corporate Officer/Principal | - |
| Banc of America Capital Management LLC | Corporate Officer/Principal | - |
Training of Joseph D. Shelly
| University of Miami | Undergraduate Degree |
| John Marshall Law School (Georgia) | Graduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Finance |
| Banc of America Capital Management LLC | Finance |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Founded in 1973, BMO Asset Management Corp. is a registered investment advisor located in Chicago, Illinois. The firm is a subsidiary of BMO Financial Corp. and their ultimate parent is Bank of Montreal (NYSE: BMO). They were formerly known as Harris Investment Management, Inc. BMO Asset Management provides investment management services to pension, profit sharing, institutional and personal portfolios. | Finance |
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