Lisa Sweeney

Lisa G. Sweeney

Investment Officer

Ms. Lisa Sweeney joined Haverford in 2017. As an Investment Officer, Lisa maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information



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Certifications & Education

FINRA Series 7 and 66

Attended Chestnut Hill College and Immaculata University

Previous Experience

Registered Client Service Associate
UBS Financial Services

New Business Coordinator
Merrill Lynch-The Moran Group

Investment Officer
Rittenhouse Capital Management

Client Service Team

Mary E. McAuley

Vice President & Portfolio Manager

Lisa Sweeney

Lisa G. Sweeney

Investment Officer