Anita Zippert, CFP, ChFC

Anita Zippert, CFP®

Senior Investment Officer

Ms. Anita Zippert has been with Haverford since 2001. Anita has more than 35 years’ experience in the financial services industry. As a Senior Investment Officer, she maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

610.995.8704

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Certifications & Education

University at Albany, State University of New York, BA Cum Laude

CERTIFIED FINANCIAL PLANNER™ professional

FINRA Series 6, 7, 63, and 65

AIT, Associate in Information Technology – Insurance Institute of America

Previous Experience

Registered Representative
First Investors

Operations and Administration
Reliance Surety Company

Director of Training
Reliance Insurance Company

Affiliations & Memberships

Board Member and Treasurer
Appel Farm, Elmer, NJ (Arts & Music Center)

Client Service Team

David B. Brune, CFA

Vice President & Portfolio Manager
610.995.8714

Anita Zippert, CFP, ChFC

Anita Zippert, CFP®

Senior Investment Officer
610.995.8704

David Moniz

Senior Investment Officer
610.995.8784