Our Team2018-08-13T15:28:35+00:00

Our Team

Haverford Leadership

Many of our leaders have been with us for 25 years or more. Many members of our team have never worked anywhere else. When you start a relationship with a Haverford investment advisor, you may well have a relationship for life.

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Jeffrey M. Bagley, CFA

Vice President—Senior Research Analyst & Portfolio Manager

Senior Economic Advisor & Director

Vice President & Portfolio Manager

Vice President & Portfolio Manager

Founder & Director

Vice President & Portfolio Manager

Vice President, Custody Operations

Vice President & Director of Fixed Income

Vice President & Director of Retirement Plan Services

Vice President & Portfolio Manager

Vice President, Banking

Timothy Gillespie

Vice President & Director of Client Management

Vice President, Operations

Vice President & Portfolio Manager

Chief Marketing Officer

Vice President & Portfolio Manager

Vice President & Portfolio Manager

Co-Chief Investment Officer & Director of Equity Research

Vice President & Portfolio Manager

Vice President, Marketing & Communications

Nancy Mazzone

Vice President & Director of Human Resources

Vice President & Portfolio Manager

Vice President & Chief Compliance Officer

Vice President, Trust & Estate Administration

Vice President & Portfolio Manager

Partner Schnader Harrison Segal & Lewis LLP

Vice President & Chief Financial Officer

Vice President & Director of Client Service

Director, Co-Chief Investment Officer

Vice President, Business Development

Chief Operating Officer

Bryan Tracy

Vice President & Director of Financial Planning

Vice President & Portfolio Manager

Cynthia A. Zickel, ChFC, CFP

Vice President & Portfolio Manager

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