Kimberly S. Southmayd

Kimberly S. Southmayd

Senior Investment Officer

Ms. Kim Southmayd has been with Haverford since 2006. As an Investment Officer, Kim maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

610.995.8763

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Certifications & Education

B.S., Widener University, cum laude

Additional advanced coursework, Drexel University

FINRA Series 65

Affiliations & Memberships

Dean’s Discretionary Fund Committee Member
Pennsylvania State University Schreyer Honors College

Administrative Chairperson
Middle Atlantic Swimming, Inc.

Volunteer
Neighborhood League Foundation

Client Service Team

Seth D. Horwitz

Vice President & Portfolio Manager
610.995.8775

Kimberly S. Southmayd

Kimberly S. Southmayd

Senior Investment Officer
610.995.8763

Retirement Plan Services Team

Eric A. Drossner, AIF

Vice President & Director of Retirement Plan Services
610.995.8726

Kimberly S. Southmayd

Kimberly S. Southmayd

Senior Investment Officer
610.995.8763