Diane M. Goldstein

Diane M. Goldstein

Vice President & Director of Operations

Ms. Diane Goldstein has been with Haverford since 2015 and has over 18 years of experience in the financial services industry. In her role as Vice President & Director of Operations, Diane is responsible for leading the Equity Trading, Account Administration, Portfolio Accounting, and Custody Operations Teams. She also serves as chairperson of the Haverford Operations Committee.

Contact Information

610.995.8707

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Education

B.A., Rutgers University

Previous Experience

Vice President, Information Technology
Rittenhouse Financial Services

Vice President of Managed Assets Technology and Operations
Nuveen Investments

Senior Operations Officer
Pennsylvania Trust Company

Senior Consultant, Business Systems Consulting Group
Deloitte

Operations Team

John S. Supplee

Chief Operating Officer
610.995.8731

Diane M. Goldstein

Diane M. Goldstein

Vice President & Director of Operations
610.995.8707

Leanne Rudolph

Director of Trading Operations
610.995.8729

Robert Gormley

Senior Operations Officer & Data Management Analyst
610.995.8728

Zachary Kaeser

Equity Trader & Operations Officer
610.995.8765

Len Castor

Trading Operations & Performance Specialist
484.253.6651

John Santoianni

Account Coordinator
610.995.8786

Melissa Loughrey

Tax Manager
610.995.8734

Custody Operations Team

John S. Supplee

Chief Operating Officer
610.995.8731

Diane M. Goldstein

Diane M. Goldstein

Vice President & Director of Operations
610.995.8707

Theresa A. Dolan

Vice President, Custody Operations
610.995.8769

Rob Trier

Custody Operations Officer & Team Lead
610.995.8779

Mark C. Andricola, CSOP

Senior Custody Operations Officer
610.995.8767

Christopher R. Rossi

Custody Operations Officer
610.995.8756

Heather Huebner

Custody Operations Specialist
610.995.8743

Timothy M. Rohlfs

Custody Operations Specialist
610.995.8750

Ryan Voerman

Custody Operations Specialist
610.293.7224