Matthew Shannon
Portfolio Manager - Small Cap, Mid Cap, and Smid Cap Equity at Glenmede Investment Management, LP
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Glenmede Investment Management | Portfolio Manager - Small Cap, Mid Cap, and Smid Cap Equity | Apr 2022 to Present | — |
| Glenmede Investment Management | Research Analyst - Small Cap, Mid Cap, and Smid Cap Equity | May 2014 to Mar 2022 | — |
| The Glenmede Trust Company, N.A. | Portfolio Management Associate | May 2012 to May 2014 | — |
| Nittany Lion Fund, LLC | Vice President | Apr 2009 to Nov 2011 | — |
| Goldman Sachs | Securities Summer Analyst | May 2011 to Jul 2011 | — |
| Glenmede Investment Management, L.P. | Summer Intern - Fixed Income | Apr 2010 to Jul 2010 | — |
Education
Penn State University
BS, Finance, Minor: Statistics
2008 — 2012
Skills & Expertise
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 | |
| Equity Trader | Philadelphia, PA , United States | |
J Jordan Irving | Portfolio Manager | 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 |