Lydia C. Holiat

Lydia C. Holiat

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Ms. Lydia Holiat, Vice President & Portfolio Manager, joined Haverford in 2011 with more than 14 years experience in the finance industry. As a Portfolio Manager, Lydia develops client and advisor relationships and manages investment portfolios.

Education & Certifications

B.S., Lehigh University

Executive M.B.A, Villanova University, May 2017

FINRA Series 7, 63 and 66

Previous Experience

Client Service Director Institutional, SEI

Sales Support Associate Private Banking & Trust, SEI

Bilingual Sales/Service Account Manager SEI

Business Development Associate SEI

Support Team

Client Service Support Team

Jeremy A. Levin Investment Officer

Affiliations & Memberships

Board Member Greater Philadelphia Hispanic Chamber of Commerce

Treasurer Philadelphia Hospitality, Inc.

Secretary Delaware County Community Foundation

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Contact

Email

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Direct Phone

610.995.8780