Jeremy Levin

Jeremy A. Levin

Investment Officer

Mr. Jeremy Levin joined Haverford in 2014. As an Investment Officer, Jeremy maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

610.995.8752

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Certifications & Education

B.A. Finance, Temple University

M.B.A. Finance, Southeastern Oklahoma State University

FINRA Series 6, 7 & 63

Previous Experience

Licensed Banking Representative
Customers Bank

Personal Banker/Financial Services Representative
Citibank & Citigroup Global Markets

Personal Banker/Brokerage Associate
Wells Fargo Bank & Wells Fargo Advisors

Affiliations

Executive Board, Treasurer
The Impact Center

Client Service Team

Patrick J. Hoyer

Vice President & Portfolio Manager
610.995.8768

Michael Maxwell

Senior Investment Officer
610.995.8744

Jeremy Levin

Jeremy A. Levin

Investment Officer
610.995.8752