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Gordon B. Fowler, Jr. is a managing
partner and chief investment officer of Glenmede Investment
Management LP. He joined the parent company, The Glenmede Trust
Company, N.A. (GTC), as chief investment officer in 2004. He was
instrumental in the creation of Glenmede Investment Management.
He is responsible for investment
strategy and process, portfolio fund managers, trading and the
investment research group. 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.
From 1981-1994, Mr. Fowler worked for
J.P. Morgan's Investment Management. During this time, Mr. Fowler
developed the firm's first quantitative products. In 1994, he joined
J.P. Morgan's Private Bank as the head of U.S. Investment
Management, taking responsibility for global investment management
later in the decade.
Over the years, he has co-authored
numerous articles on investing,
including an early article on portable alpha strategies published in
Pensions and Investments Age in November 1990. He has also
written "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 an M.S. from New York University Graduate
School of Business in 1985. He is a board member of White Williams
Scholars in Philadelphia.
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