Glenmede Appoints New Regional Head to Lead Florida Operations
Joe Coconate • Photo Credit: Glenmede
Finance Blog
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Finance Blog •
Based in Glenmede’s Palm Beach office, Coconate will oversee the firm’s strategy and operations across Florida and will report to Adam Douberly, Director of Regional Markets. In his new role, Coconate will focus on expanding Glenmede’s presence in the state, recruiting senior talent, and developing relationships with families of significant wealth, family offices, and professional advisors.
Finance News
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Finance News •
Coconate brings nearly 20 years of experience in wealth management. Most recently, he served as Director and Senior Banker at Citi Private Bank, advising ultra-high-net-worth clients and family offices on complex wealth strategies. His prior experience includes leadership roles at Northern Trust Corporation, Bank Leumi USA, and Credit Suisse, with responsibilities spanning investment management, trust and estate planning, and multigenerational wealth strategies.
"Glenmede has seen both a significant rise in the migration of our existing clients and an increase in interest from prospective clients in the region. Joe brings the experience and leadership needed to support our thoughtful and disciplined growth. We are committed to investing in our professional team and delivering exceptional client outcomes as we expand our footprint across the state," said Adam Douberly, Director of Regional Markets.
The appointment follows a leadership transition in Florida, with Mark Parthemer shifting his focus to his expanded responsibilities as Chief Wealth Strategist, supporting clients nationally across tax, estate planning, and fiduciary services.
“Having known Joe for many years, I couldn’t be more excited to welcome him as the leader of what we are building in Florida—a client-focused culture that supports deep customization, empowers financial futures, and embraces sophisticated, long-term thinking,” said Parthemer.
For more information, visit www.glenmede.com.
Source: Glenmede
