Our Team

Lydia C. Holiat, MBA, CEPA

Vice President & Portfolio Manager

Ms. Lydia Holiat joined Haverford in 2011 with more than 20 years of experience in the finance industry. As a Portfolio Manager, Lydia develops client and advisor relationships and manages investment portfolios.

Contact Information

610.995.8780

FINRA’S BROKERCHECK

Send an email

Certifications & Education

Executive M.B.A., Villanova University

B.S., Lehigh University

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, Wealth Network
SEI

Business Development Associate, Private Banking & Trust
SEI

Affiliations & Memberships

President
Greater Philadelphia Hispanic Chamber of Commerce

Member
Project W

Previous Affiliations

Fund Development Committee
Women’s Resource Center

Our Team

Lydia C. Holiat, MBA, CEPA

Vice President & Portfolio Manager

Ms. Lydia Holiat joined Haverford in 2011 with more than 20 years of experience in the finance industry. As a Portfolio Manager, Lydia develops client and advisor relationships and manages investment portfolios.

Contact Information

610.995.8780

Send an email

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Certifications & Education

Executive M.B.A., Villanova University

B.S., Lehigh University

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, Wealth Network
SEI

Business Development Associate, Private Banking & Trust
SEI

Affiliations & Memberships

President
Greater Philadelphia Hispanic Chamber of Commerce

Member
Project W

Previous Affiliations

Fund Development Committee
Women’s Resource Center

Contact Haverford

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Our Team

Lydia C. Holiat, MBA, CEPA

Vice President & Portfolio Manager

Ms. Lydia Holiat joined Haverford in 2011 with more than 20 years of experience in the finance industry. As a Portfolio Manager, Lydia develops client and advisor relationships and manages investment portfolios.

Contact Information

610.995.8780

Send an email

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Certifications & Education

Executive M.B.A., Villanova University

B.S., Lehigh University

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, Wealth Network SEI

Business Development Associate, Private Banking & Trust SEI

Affiliations & Memberships

President Greater Philadelphia Hispanic Chamber of Commerce

Member Project W

Previous Affiliations

Fund Development Committee Women’s Resource Center

Contact Haverford

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Client Service Director, Institutional
SEI

Sales Support Associate, Private Banking & Trust
SEI

Bilingual Sales/Service Account Manager, Wealth Network
SEI

Business Development Associate, Private Banking & Trust
SEI

President
Greater Philadelphia Hispanic Chamber of Commerce

Member
Project W

Fund Development Committee
Women’s Resource Center