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

610.995.8743

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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
610.995.8731

Diane M. Goldstein

Vice President & Director of Operations
610.995.8707

Theresa A. Dolan

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

Heather A. Cook

Custody Operations Specialist
610.995.8743

Timothy M. Rohlfs

Custody Operations Specialist
610.995.8750

Ryan Voerman

Custody Operations Specialist
610.293.7224