David Moniz

David T. Moniz, CFA

Senior Investment Officer

Mr. David Moniz joined Haverford in 2007. As a Senior Investment Officer, David maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

610.995.8784

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Certifications & Education

M.B.A., Pennsylvania State University

B.S. Finance, Pennsylvania State University

FINRA Series 7 and 66

Chartered Financial Analyst (CFA) designation

Previous Experience

Trust Operations Manager
The Haverford Trust Company

Affiliations & Memberships

Member
CFA Society of Philadelphia

Member
CFA Institute

Client Service Team

David B. Brune, CFA

Vice President & Portfolio Manager
610.995.8714

Anita Zippert, CFP, ChFC

Senior Investment Officer
610.995.8704

David Moniz

David T. Moniz, CFA

Senior Investment Officer
610.995.8784