David Legeay, CFA

Experience

• 

  Key Bank

  Jun 2004 - Mar 2010

  Director of Investments

  I was promoted to this role following my success as a KeyBank regional portfolio manager and earlier portfolio management roles in other banks. With a team of 100+ investment professionals responsible for 15K HNW and UHNW clients with more than $25B in assets, we accomplished a lot:● We developed a new, open architecture platform comprised of expanded, traditional and alternative product sets; proprietary proposal generation; and scalable trading capabilities. I improved our due diligence, operational, and performance measurement procedures. ● Our team outperformed by 85-100 bps on one-, three-, five-, seven-, and ten-year investment periods.● I managed portions of KeyBank’s divestiture from McDonald Investments, Inc. and built the internal infrastructure for previously shared investment management functionalities. Show less

• 

  Hawthorn, PNC Family Wealth

  Sept 2010 - May 2021

  MANAGING DIRECTOR, OHIO MARKET Hawthorn, PNC Family Wealth2015-PresentHawthorn elevated me to Managing Director to oversee strategic growth, long-term relationship strategy, and high-touch service for 200 UHNW families. With a team of 50+ professionals and support staff we have achieved significant results for clients and maintained close relationships with those we serve. ● We’ve generated a 24% CAGR over 3 years and have achieved impressive increases in assets under management (AUM) for each year of my tenure. ● We strategically balance client growth initiatives with retention and high touch service to active clients.● I maintain personal relationship management or investment advisory responsibility for 15 select families in addition to my leadership responsibilities. ● Our success has been enhanced by our development of strong inter-departmental partnerships that generate opportunities and create dialogue among distinct business lines. Show less SENIOR INVESTMENT ADVISOR & SVP, MARKET INVESTMENT DIRECTOR, WESTERN REGION 2010-2015I was excited to join PNC’s private wealth team and provide investment consulting and advice for 28 families and family foundations totaling $1B in AUM. I managed a successful team while providing leadership for major initiatives:● I managed a team of eight investment advisors and six support staff managing assets totaling approximately $5B.● During my tenure, I led the initiative to open Hawthorn’s Cincinnati office, which has grown to $2.3B in AUM.● I served on Hawthorn’s Investment Policy Committee, Portfolio Construction Group, Investment Review Committee, and Solutions Committee; I also sat on an advisory team with a Relationship Strategist, Wealth Strategist and Fiduciary Advisor. Show less

  • Managing Director

    Jan 2016 - May 2021

  • Senior Vice President, Senior Investment Advisor

    Sept 2010 - Dec 2015
• 

  Glenmede

  May 2021 - now

  Managing Director and Portfolio Manager

  I serve as a Portfolio Manager and Relationship Manager in Glenmede’s Cleveland office. In this role, I am responsible for providing investment advice, asset allocation and ongoing portfolio management for Glenmede clients. I partner with advisory, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.