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.

Contact Information

610.995.8798

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Education

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
610.995.8705

Timothy A. Hoyle, CFA

Co-Chief Investment Officer & Director of Equity Research
610.995.8737

Maxine Cuffe, CFA

Senior Research Analyst
610.995.8716

Halie O'Shea

Halie W. O’Shea

Senior Research Analyst
610.995.8798

M. Kofi Alorzuke

Research Associate
610.995.8748

Joshua Giacalone

Corporate Sustainability Analyst
610.293.7222