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

484.253.6276

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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

Member
Philadelphia Estate Planning Council

Trust Administration Team

John S. Niles

Vice President, Trust & Estate Administration
610.995.8719

Sarah B. Harrity, CTFA

Director of Trust Administration
610.995.8770

Jacquelyn Meehan, CTFA

Director of Trust Administration
610.995.8747

Melissa Bruner, CTFA

Trust Officer
610.995.8766

Sara Nelb, CFP

Trust Administrator
610.995.8781

Kimberly Stanton

Trust Administrator
610.995.8761

Judy Stein

Judith B. Stein, Esq.

Trust Counsel
484.253.6276