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

M.B.A., Southeastern Oklahoma State University

B.A., Temple University

FINRA Series 6, 7 & 63

Previous Experience

Private Banking Representative
Customers Bank

Licensed 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

Advisory Board
Cabrini University

Client Service Team

Patrick J. Hoyer

Vice President & Portfolio Manager
610.995.8768

Jeremy Levin

Jeremy A. Levin

Investment Officer
610.995.8752

Client Service Team

Michael Maxwell

Portfolio Manager
610.995.8744

Jeremy Levin

Jeremy A. Levin

Investment Officer
610.995.8752