Glenmede Names New Florida Regional Director

Tom Burroughes

7 June 2022

Wealth management house, Glenmede, has appointed Mark R Parthemer as the Florida regional director, reporting to Adam Douberly, director of expansion markets for private wealth. Parthemer will be taking over from Chip Wilson, who recently retired.

Parthemer has also been named chief wealth strategist, reporting to David Plotts, director of wealth strategy and planning for the firm. Parthemer, who is based in Palm Beach, Florida, is responsible for the continued build out of Glenmede’s presence in the region, the US firm said in a statement yesterday.

“Mark’s appointment reaffirms our longstanding commitment to serving current and prospective clients through a team of deeply-experienced professionals,” Douberly said. “Mark is an established leader in the Florida region and will be highly instrumental in leading our growth and expansion in the market. We are thrilled to have him join the firm.”

In his strategist role, Parthemer is responsible for developing and communicating the firm’s position and strategy concerning sophisticated tax, estate planning and fiduciary matters pertinent to families of significant wealth and their advisors.

Among other accomplishments, Parthemer is a fellow of the American College of Trusts and Estates Counsel. He is a frequent speaker on complex issues involving estate and trust planning, fiduciary practice and tax developments at national conferences for ACTEC, the American Bar Association, the Heckerling Institute and various other tax institutes across the country. He is the author of numerous articles published in professional journals and is associate editor and columnist for the Journal of Financial Services Professionals.

Before joining Glenmede, Parthemer was managing director, private client service, for TIAA, where he led the ultra-high net worth group. Previous roles included MD and senior fiduciary counsel at Bessemer Trust Company and senior tax professional at PricewaterhouseCoopers. Parthemer earned a bachelor of arts and bachelor of science from Franklin & Marshall College and Juris Doctor from The Dickinson School of Law, Penn State University. He is a member of the Florida Bankers Association Executive Council, past chair of the Legislation Committee and incoming board chair. He is also group vice chair of the American Bar Association, RPTE Non-Tax Issues, and a member of the Palm Beach County Estate Planning Council.