Mr. Nicholas Jefferies joined Haverford in 2022. As a Portfolio Operations Specialist & Equity Trader, Nick is a member of the team that handles all equity trading and mutual fund trade processing for Haverford Trust and our clients. He also assists in the daily maintenance of client portfolios, which includes account openings, closings, and reconciliation. Additionally, he works with Haverford’s fixed income brokers regarding trade settlement issues.