Florida Banking November 2023

At Glenmede, we are committed to developing relationships and partnerships by maintaining a low client-to-advisor ratio and fostering a multigenerational perspective. Our client focus and commitment, coupled with our fiduciary duties and private ownership keeps us keenly focused on our clients’ everchanging investment and wealth management needs. This is the Glenmede difference.

friends and is not intended as investment, tax or legal advice. Any opinions, recommendations, expectations and/or projections expressed herein may change after the date of publication. Information obtained from third-party sources is assumed to be reliable but may not be independently verified, and the accuracy thereof is not guaranteed. No outcome, including performance or tax consequences, is guaranteed, due to various risks and uncertainties. Clients are encouraged to discuss any matter discussed herein with their tax advisor, attorney or Glenmede Relationship Manager.

This material provides information of possible interest to Glenmede Trust Company clients and

MEET MARK PARTHEMER, AEP, FBA TRUST EXECUTIVE COMMITTEE CHAIR

Mark Parthemer, AEP, is Glenmede’s Florida regional director and chief wealth strategist. He is responsible for cultivating the growth and operations of the Florida region and for developing and communicating Glenmede’s position and strategy concerning tax, estate planning and fiduciary matters pertinent to clients and their advisors. Parthemer joined Glenmede with over three decades of experience in trust, estate and tax planning. Prior to joining Glenmede, Parthemer served as managing director for TIAA, working with ultra-high-net-worth clients to deliver sophisticated tax and estate planning advice. He

held previous roles including managing director and senior fiduciary counsel at Bessemer Trust Company and senior tax professional at PricewaterhouseCoopers. Parthemer earned Bachelor of Arts and Bachelor of Science degrees from Franklin & Marshall College, and a Juris Doctorate from The Dickinson School of Law, Penn State University. Parthemer is a fellow of the American College of Trusts Estates Counsel. He is the Florida Bankers Association Trust Executive Committee Chair and served as Past Chair of the Legislation Committee. He is also group vice chair for the American Bar Association, RPTE Trusts and Estate Practice Group, and often faculty for the University of Miami’s prestigious Heckerling Institute. Parthemer is a nationally recognized speaker and a frequently published author. He is an associate editor and columnist for the Journal of Financial Services Professionals and is frequently quoted on tax and estate planning matters in publications such as the Wall Street Journal, NY Times, and Washington Post.

WWW.FLORIDABANKERS.COM NOVEMBER 2023 — 17