David T. Moniz, CFA

David T. Moniz, CFA

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Mr. David Moniz, Senior Investment Officer, joined Haverford in 2007. As a Senior Investment Officer, David maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Education & Certifications

MBA, Pennsylvania State University

BS Finance, Pennsylvania State University

FINRA Series 7 and 66

Chartered Financial Analyst (CFA) designation

Previous Experience

Trust Operations Manager The Haverford Trust Company

Affiliations & Memberships

Member CFA Society of Philadelphia

Member CFA Institute

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