About
Jeffrey Siegel is an Equity Trader at Glenmede Investment Management in Philadelphia, PA, where he oversees the execution of trading strategies and manages equity transactions across diverse market sectors. His role involves supporting the firm’s active management approach, which includes both fundamental and quantitative strategies across multiple asset classes, with a strong emphasis on U.S. equities and factor-based solutions.
Before joining Glenmede in March 2020, Jeffrey held the position of Advisory Trading Manager at Baird, and previously served as an Analytic Consultant specializing in third-party relationship management at Wells Fargo. Across these roles, he developed expertise in equity trading, analytic consulting, and risk management practices within institutional investment environments.
Jeffrey earned degrees from Arizona State University and the University of Wisconsin-Milwaukee, providing a foundation in finance and analytics to inform his approach to trading and portfolio management. He is known for his hands-on understanding of equity markets and his contributions to efficient trade execution within both large-cap and small-cap strategies at Glenmede.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Glenmede Investment Management | Equity Trader | Mar 2020 to Present | — |
| Baird | Advisory Trading Manager | Mar 2019 to Feb 2020 | Oversee a six person operational trading team executing Baird proprietary advisory programs for Financial Advisors, including re-balancing mutual fund and ETF models to benchmark parameters avoiding u... |
| Wells Fargo | Analytic Consultant - TPRM Third Party Relationship Management - (Contractor) | Sep 2017 to Feb 2019 | Partner with Wells Fargo Asset Management line of businesses and internal stakeholders to perform end-to end management and governance of Third Party Relationships. |
| Northwestern Mutual | Director Equity Trading | Sep 2006 to Aug 2016 | Traded, led, managed and developed a team organized by sector, multi-asset execution included over the counter derivatives, listed options, total return swaps, futures, exchange traded funds and publi... |
| Dreman Value Management | Head Trader | Nov 2004 to Aug 2006 | Charged with directing and leading an implementation team consisting of two full-time traders and a portfolio analyst. Traded 50-name $8 billion dollar concentrated portfolio of domestic equities cont... |
| Voya Investment Management | Head Of Domestic Equity Trading | Feb 1998 to Apr 2003 | Managed a team of four domestic sector traders, operations personnel, and assistants within the department. Specific trading responsibility included executing order flow for the Tech, Media and Telec... |
| AIG Sun America Securities | Securities Trader | Feb 1997 to Feb 1998 | — |
| Morgan Stanley | Wealth Management Advisor | Feb 1995 to Feb 1997 | — |
Education
Arizona State University
University of Wisconsin-Milwaukee
Skills & Expertise
Alternative Investments
Trading Strategies
Venue
Team Building
SEC
New York City
Logic
Consulting
Market
Productivity Tools
Moxy
Contrarian
Books
Nasd
Infrastructure
Member of a Team
Insurance
Technical Analysis
Sales
Brokerage
Net
Cost
Fortune 500
Consideration
Derivatives
Investment Research
Allocating
Advancement
Commitment to Success
Finance
Articulating
Cycles
Oversight
Asset Managment
Collecting
Genuine
Business Administration
Dec Alpha
Thesis
Entrepreneurship
Organizational Agility
Cross Functional Team Leadership
Legal
Reuters
Portfolio Risk
Third Party
Organizational Structure
Replication
Search
Real Estate Transactions
Benchmarking
Management
Design
Science
Total Return Swaps
Tempe
Poms
Resume
Desktop Computers
First Call
General Market
Engaging
Transparent
Metrics
Hedge Funds
Investment Management
Committees
Belief
Clearing
Series 63
Routing
Electronic Trading
Monitors
Cash Management
Human Resources
Collaborative
Execution
OTC
Market Intelligence
Remote Infrastructure Management
Conscientious
Portfolio Management
Earned Value Management
Sun Microsystems
Consumption
System
Telecommunications
Bloomberg
Capital Markets
Project Leadership
Publishing
Offering
Sage Act
Mechanics
Reports
Asset Allocation
Strategy
Futures
Nyse
Trading Desk
Equity Research
Strategies
Loyalty Programs
Microsoft Office
FINRA
Timely Execution
Asset Management
Training
Characteristics
Policy
Scottsdale
Traders
News
Learner
Talented
Pioneering
Transitioning
Research
Well Versed
Communication Training
Stakeholders
Capital
Itg
Options
Analysis
Written
Financial Markets
Equity Trading
P&l
Handling Money
Milwaukee
Jersey
Fixed Income
Financial News
Yahoo
Strategic Business
Advent
FIX
Business Acumen
Order Management
Accountability
Discretion
Business Expansion
Communication
Negotiation
Best Execution
Toxicity
Vast
Energy
Fund Accounting
Active
Operations
Summaries
Emotional Intelligence
Resourceful
Subject Matter Experts
Forward Thinking
Autex
Small Cap
Information Flow
Change Management
Zoom
Ing
Series 24
Investment Banking
ETFs
Trading Systems
Nasdaq
Equity Derivatives
Process Management
Key Relationships
Presentations
Income
Media
LinkedIn
Pricing
Hedging
Alternative Trading Systems
Responsibility
Internal Audit
Phoenix
Regulations
Credibility
Banking
Universe
Aggregation
Intelligence
Executive Management
Portfolio
Trust
Microsoft Exchange
New York
Reviews
Electronics
Investments
Records Management
Guidelines
Instinet
Forefront
Patient Outcomes
Software
Financial Services
Equities
Compliance
Arizona
Wealth Management
Innovator
Mutual Funds
Relationship Building
Investment Strategies
Diversification
Wall Street
Limits
Stocks
Agribusiness
Cash
Support Documentation
Agents
Asset
Principled
Interest Rates
Platforms
Series 7
Decision Making
Versatile
Financial Transactions
Intense
Positions Held
Directives
Controlling
Risk
Trading
Cost Benefit
Directing
Market Structure
Negative
Bridge
Employee Benefits
Securities
Anticipate
Others at Glenmede Investment Management, LP (7)
| Name | Role | Location |
|---|---|---|
 | Equity Trader | King of Prussia, PA , United States |
 | Client Portfolio Manager | Philadelphia, PA , United States |
J Jordan Irving | Portfolio Manager | Philadelphia, PA , United States |
M Matthew Shannon | Portfolio Manager - Small Cap, Mid Cap, and Smid Cap Equity | Philadelphia, PA , United States |
 | Quantitative Research Developer | Philadelphia, PA , United States |
 | Disciplined Equity - Research Analyst | Philadelphia, PA , United States |
V Vladimir de Vassal | Portfolio Manager | Gwynedd Valley, PA , United States |