Judy Stein

Judith B. Stein, Esq.

Trust Counsel

Ms. Judith Stein joined Haverford in 2019. She has over 35 years of experience as a Wealth Management attorney in both private practice and financial services institutions providing legal support to the Wealth Management business. As Trust Counsel, Judy provides legal advice for all areas of fiduciary administration and the development of new fiduciary relationships.

Contact Information


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Certifications & Education

J.D., Suffolk University School of Law

B.S., Northwestern University

Previous Experience

Senior Managing Counsel/Managing Director
BNY Mellon

Chief Fiduciary Officer, Wealth Advisory Services
Wilmington Trust Company

Senior Counsel, Legal Department
Wilmington Trust Company

Private law practice

Affiliations & Memberships

Member, Executive Committee, former Chair, Probate and Trust Law Section
Philadelphia Bar Association

Philadelphia Estate Planning Council

Trust Administration Team

Paul S. Rovner, CPA

Vice President & Chief Financial Officer

John S. Niles

Vice President, Trust & Estate Administration

Sarah B. Harrity, CTFA

Director of Trust Administration

Jacquelyn Meehan, CTFA

Director of Trust Administration

Melissa Bruner, CTFA

Senior Trust Officer

Trust Administrator

Kimberly Stanton

Trust Administrator

Judy Stein

Judith B. Stein, Esq.

Trust Counsel