Heather Huebner

Heather A. Cook

Custody Operations Specialist

Ms. Heather Cook joined the firm in 2016. As a Custody Operations Specialist, she is primarily responsible for directing incoming securities transfers for new accounts, mutual fund trading, settlement, and reconciliation, and processing all transactions for certificates of deposit. Additionally, Heather is in charge of the firm’s fixed income cost basis reporting and common trust fund administration.

Contact Information


To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Certifications & Education

B.S., Millersville University

FINRA Series 7

Previous Experience

Shared Services Specialist
The Haverford Trust Company

Portfolio Assistant
The Haverford Trust Company

Administrative Assistant
Fischer Cunnane & Associates, LTD

Administrative Assistant/Receptionist
Rainer & Company

Custody Operations Team

John S. Supplee

Chief Operating Officer

Diane M. Goldstein

Vice President & Director of Operations

Theresa Dolan

Vice President, Custody Operations

Rob Trier

Custody Operations Officer & Team Lead

Mark C. Andricola, CSOP

Senior Custody Operations Officer

Christopher R. Rossi

Custody Operations Officer

Heather Huebner

Heather A. Cook

Custody Operations Specialist

Tim Rohlfs

Custody Operations Officer

Ryan Voerman

Custody Operations Specialist