Our Team
It all comes down to people
We have built a workforce that reflects our values and commitment to our clients. At Haverford Trust, we seek out and promote team members who aren’t just a cultural fit, they’re cultural additions. Many come to work here for their entire careers. When you start a relationship with Haverford Trust, you may well have a relationship for life.
That’s how we’ve made Haverford a place we’re proud to call our professional home – full of people we like, respect, and trust, as we work shoulder-to-shoulder in the interest of our clients’ success.
"Must-Have":
"Must-Have": Mutual respect from your co-workers.
"Must-Have": A collaborative environment where I can learn from others and positively impact The Haverford Trust Company.
"Must-Have": An emphasis on career progression, a strong commitment to company values, and management invested in my success.
"Must-Have": An environment where the president gets to knows every employee.
"Must-Have": Remote working.
"Must-Have": Personable and approachable management. Great Insurance. Friendly. Intelligent.
"Must-Have": An emphasis on excellence and innovation.
"Must-Have": An environment of continuous learning and expansion of skill sets.
"Must-Have": Compassion. It allows me to do my best, knowing our management and leadership team has my back when getting my job done while also managing my family and home life.
"Must-Have": An employer that treats its employees as it does its clients: like family. An employer that offers the same quality-level employee experience as it does its clients.
"Must-Have": The unlimited ability to learn and grow while contributing to an incredible organization that does so much to give back to its clients and community.
"Must-Have": Employee commitment to the firm's Quality Investing philosophy. Every business aspect is understood and lives out the philosophy through its deliverables and goals.
"Must-Have": Management and leadership who respect me and my ambitions. Not only in terms of my career, but life as well.
"Must-Have": A friendly work environment where I know everyone, and they all know me!
"Must-Have": A company prioritizing employees' health and welfare. A company fostering a productive, inclusive, harmonious work environment. A company recognizing the challenges of working parents.
"Must-Have": Collaborative Work Environment
"Must-Have": Recognition of a job well done and a supportive team willing to help each other.
"Must-Have": Work-life balance.
"Must-Have": A true sense that employees are valued by leadership, support areas, and colleagues.
"Must-Have": Forward-looking, service-driven, reliable, and available.
"Must-Have": An environment were my colleagues value my contributions and personal growth.
"Must-Have": An organization where clients are valued, and employees are respected, and vice versa.
"Must-Have": Work-life balance, since I have four children very close in age. Company values should also align with my own.
"Must-Have": An employer who understands and values the contributions each team member makes.
"Must-Have": A company that values and embodies a quality experience. A company with a supportive and diversified work environment that values employee contributions.
"Must-Have": Company values that are aligned with my own and having work-life balance.
"Must-Have": The desire to employ team-oriented people who strive for organization success.
"Must-Have": Accountable colleagues and an office culture that rewards integrity.
"Must-Have": A collaborative environment where you feel like your opinion and work product contribute to and make a genuine difference at the company.
"Must-Have": Open door policies; ability to share ideas openly; open discussions on what is going on within the company and the flexibility for life-work balance.
"Must-Have": Work-life balance. An open-door policy with leadership. Management that cares about my personal and professional development, not just the bottom line.
"Must-Have": Work-life balance. I feel I am provided generous paid time off and vacation time.
"Must-Have": A forward-thinking company able to "pivot" as needed.
"Must-Have": A very supportive environment that cares about its employees. I also greatly enjoy my coworkers.
"Must-Have": Treating all team members with respect. Management has an 'open door' policy and is always willing to listen.
"Must-Have": An organization that supports and respects my time and efforts - both professionally and personally.
"Must-Have": Comprehensive commitment to fairness and integrity .
"Must-Have": Work-life balance.
"Must-Have": A team that respects each other and one that works well together to take care of our clients' requests and needs.
"Must-Have": Feeling appreciated and the flat management structure of the company. Also, senior management is always available, and they encourage feedback.
"Must-Have": A work environment that values integrity and encourages learning
"Must-Have": Company-wide support in my endeavors to advance my personal and professional development.
"Must-Have": Integrity. Respect. Quality.
"Must-Have": An employer that puts clients first. Not shareholders, not management, but people - clients and employees. A culture that is honest, respectful, inclusive, and generous
"Must-Have": The ability to learn all aspects of the business and take on tasks outside the scope of your position. Leadership that listens to your ideas and implements them where applicable.
"Must-Have": Passion in our investment philosophy; a love for what I do; a love for the people I work with.
"Must-Have": An employer that shares the same values and a commitment to the professional development of its team members.
"Must-Have": An employer that makes every employee, regardless of level, feel as if they are equally important.
"Must-Have": Integrity. A company that operates with absolute integrity regarding its clients and employees.
"Must-Have": Work-life balance, ethical, respectful, and engaged with employees & the community.
"Must-Have":
"Must-Have": A management company size, value alignment, and client-first mentality. A company that makes decisions based on what is best for the client, the organization, and the employees.
"Must-Have": The collective integrity, work ethic, and friendships.
"Must-Have": Being cared for equally as a person and an employee.
"Must-Have": A culture built on humility, not ego, where team members genuinely care about each other, its clients, and the firm.
"Must-Have": Feeling valued for my job and my experience, effective communication and teamwork, and management that takes pride in getting to know me personally.
"Must-Have": My ideas are not only listened to, but solicited. We are a company that gets better because we all work together.
"Must-Have": An employer that strives to do everything in the highest quality manner. Reducing it to a soundbite; Best practices are the only practices.
"Must-Have": A collaborative environment where everyone is encouraged and empowered to suggest and create change and improve on what we deliver.
"Must-Have": An employer that promotes intellectual and physical well-being through book clubs, LinkedIn Learning and the Fresh Air challenge.
Our team at a glance
0
Employees
0 years
Average Tenure
0%
Employee Retention
0 years
Average years of industry experience for Investment Selection Committee
0%
of Team Members are Women
0%
of Executive Staff are Women
as of 12/31/2023
Search our team
Many Voices, One Haverford
We have long benefited from our talented network of associates, partners, clients, and vendors, all of whom bring a variety of backgrounds, beliefs, identities, and experiences to their work with us. This diversity has added a richness to our culture, a sophistication to our solutions, and a connection to our community. We have always welcomed and embraced this diversity, and are committed to continual improvement in proactively cultivating it.
Our 3 Core Diversity, Equity, and Inclusion Promises:
Build a workforce—at all levels—that reflects the diversity of the community in which we live and work. Seek out and promote team members who aren’t just cultural fits, they’re cultural additions.
Advance a framework to embed DE&I as a governing principle and quality metric in our budgeting, prospecting, community engagement, service delivery, and significant strategic initiatives.
Work collaboratively with community partners and other institutions to understand institutional biases, eliminate inequity, and improve outcomes for all.
Join Us
Every individual has choices to make regarding who they work with, and how to allocate their time, effort, and resources. At Haverford, the choices we make are in favor of people, policies, and practices that bring more prosperity to the world.
We hope you’ll join us.
Board of Directors
The Haverford Board, with the continued participation of the company’s founder, George Connell, brings together the company’s top executives with outside leaders, who contribute knowledge, perspective and expertise gleaned from influential careers in business and finance.
Directors
Keith P. Aleardi, CFA
President, The Haverford Trust Company
Edward G. Boehne
Former President, Federal Reserve Bank of Philadelphia
Frances T. Burns
Executive Vice President & Chief Operating Officer, Connelly Foundation
Donald Caldwell
Founder & Senior Managing Director, Cross Atlantic Capital Partners, Inc.
Judge Renée Cardwell Hughes (Ret.)
Former President & CEO, Philadelphia OIC
George W. Connell
Founder & Director, The Haverford Trust Company
Stephen A. Cozen, Esq.*
Founder & Chairman, Cozen O’Connor
Osagie Imasogie, Esq.
Senior Managing Partner, PIPV Capital
Macee Keelan
President, Creative Benefits, Inc.
Edward W. Leisenring
Consultant, Department of Energy
Winston I. Lowe, Esq.
Managing Partner, Lowe & Associates, LLC
Joseph J. McLaughlin, Jr.
Chairman & CEO, The Haverford Trust Company
William B. McNamara
President, Haverford Hotel Partners, LP
Loretta J. Mester
Former President & CEO, Federal Reserve Bank of Cleveland
Edward G. Rendell*
Former Governor, Commonwealth of Pennsylvania
Bruce A. Rosenfield, Esq.
Of Counsel, Dilworth Paxson LLP
Henry B. Smith
Director, Head of Investment Strategy, The Haverford Trust Company
Binney H.C. Wietlisbach
Vice Chair, The Haverford Trust Company
Executive Committee
Keith P. Aleardi, CFA
President, The Haverford Trust Company
Veronica McKee, CMP
Chief Marketing Officer, The Haverford Trust Company
Joseph J. McLaughlin, Jr.
Chairman & CEO, The Haverford Trust Company
Paul S. Rovner, CPA
Chief Financial Officer, The Haverford Trust Company
John S. Supplee
Chief Operating Officer, The Haverford Trust Company
