Halie O'Shea

Halie W. O’Shea

Senior Research Analyst

Ms. Halie O’Shea joined Haverford in 2017. Halie has worked in the finance industry for more than 15 years. As a Senior Research Analyst, she provides quantitative and fundamental research to be used by the research team and Haverford’s Investment Selection Committee. Halie also creates and analyzes client-specific research and works with the firm’s portfolio managers to develop customized investment solutions.

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M.B.A., New York University

B.S., Northwestern University

Previous Experience

Director of Investor Relations & Corporate Strategy
United Natural Foods, Inc.

Global Security Analyst/Portfolio Manager
Turner Investments

Equity Research Associate, Food & Beverage
Janney Capital Markets

Senior Associate, Technology Investor Relations Consulting
Market Street Partners

Research Team

Henry B. Smith

Director, Co-Chief Investment Officer

Timothy A. Hoyle, CFA

Co-Chief Investment Officer & Director of Equity Research

Maxine Cuffe, CFA

Senior Research Analyst

Halie O'Shea

Halie W. O’Shea

Senior Research Analyst

Noah Fisher

Research Analyst

Joshua Giacalone

Corporate Sustainability Analyst