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Matthew Shannon

Portfolio Manager - Small Cap, Mid Cap, and Smid Cap Equity at Glenmede Investment Management, LP

Philadelphia, PA , United States

About

Matthew Shannon is a Portfolio Manager for Small Cap, Mid Cap, and SMID Cap Equity strategies at Glenmede Investment Management, LP, headquartered in Philadelphia, PA. In his current role, he leads the management and investment selection process for portfolios focused on U.S. small- to mid-capitalization equities, serving the needs of institutional and high-net-worth clients. His expertise encompasses fundamental security analysis as well as portfolio construction across these specialized equity segments.

Prior to his appointment as Portfolio Manager in 2022, Matthew served as a Research Analyst covering small, mid, and SMID cap equities at Glenmede Investment Management from 2014 to 2022 and began his tenure at the firm as a Portfolio Management Associate at The Glenmede Trust Company, N.A.. Throughout his career, he has developed significant experience in deep fundamental research, sector analysis, and the integration of quantitative and ESG considerations for U.S. equity investments.

Matthew holds a BS in Finance with a minor in Statistics from Penn State University and is a CFA charterholder. He is recognized for his detailed sector analysis and leadership in managing portfolios that require nuanced understanding of the dynamics within the U.S. small and mid-cap equity universe, including industrials, healthcare, technology, and consumer sectors.

Career History

OrganizationRoleDate RangeDetails
Glenmede Investment ManagementPortfolio Manager - Small Cap, Mid Cap, and Smid Cap EquityApr 2022 to Present
Glenmede Investment ManagementResearch Analyst - Small Cap, Mid Cap, and Smid Cap EquityMay 2014 to Mar 2022
The Glenmede Trust Company, N.A.Portfolio Management AssociateMay 2012 to May 2014
Nittany Lion Fund, LLCVice PresidentApr 2009 to Nov 2011
Goldman SachsSecurities Summer AnalystMay 2011 to Jul 2011
Glenmede Investment Management, L.P.Summer Intern - Fixed IncomeApr 2010 to Jul 2010

Education

Penn State University

BS, Finance, Minor: Statistics

2008 2012

Skills & Expertise

Wealth Management
Fundamental Research
Portfolio Management
Cfa Level Iii Candidate
Valuation
Research
Investments
Asset Management
Finance
Fixed Income
Manager Research
Thematic Investing
Asset Allocation
Equities
Investment Management

Others at Glenmede Investment Management, LP (7)

NameRoleLocation
Brian Penhale
Brian Penhale
Equity TraderKing of Prussia, PA , United States
David Marcucci
David Marcucci
Client Portfolio ManagerPhiladelphia, PA , United States
Jeffrey Siegel
Jeffrey Siegel
Equity TraderPhiladelphia, PA , United States
J
Jordan Irving
Portfolio ManagerPhiladelphia, PA , United States
Bianca Carbone
Bianca Carbone
Quantitative Research DeveloperPhiladelphia, PA , United States
Ruohao Chen
Ruohao Chen
Disciplined Equity - Research AnalystPhiladelphia, PA , United States
V
Vladimir de Vassal
Portfolio ManagerGwynedd Valley, PA , United States