Patrice B. Shute

Patrice B. Shute

Vice President & Director of Client Service

Ms. Patrice Shute joined Haverford in 2014 and has more than 30 years of experience in the financial services industry. As Director of Client Service, Patrice identifies best practices in client satisfaction and oversees the implementation of a variety of tools for her team to provide highly personalized client care.

Contact Information

610.995.8790

FINRA’S BROKERCHECK

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Certifications & Education

B.A., Economics, Villanova University

FINRA Series 7, 24, 63 and 65

Previous Experience

Vice President of Portfolio Operations
Nuveen Investments

Vice President of Advisor Consulting Services
Nuveen Investments

Investment Officer
Rittenhouse Financial Services

Client Service Support Team

Elissa Faraglia

Senior Investment Officer
610.995.8710

Lynda M. McFeeley

Senior Investment Officer
610.995.8733

David Moniz

Senior Investment Officer
610.995.8784

Kathy Morris

Senior Investment Officer
610.995.8736

Kimberly S. Southmayd

Senior Investment Officer
610.995.8763

Betty Tafel

Senior Investment Officer
610.995.8709

Anita Zippert, CFP, ChFC

Senior Investment Officer
610.995.8704

Diane M. DiPrinzio

Investment Officer
610.995.8782

Victoria Goral

Investment Officer
610.293.7258

Kathy Hill

Investment Officer
610.995.8712

Jeremy Levin

Investment Officer
610.995.8752

Victor Moran

Investment Officer
610.995.8739

Lisa Sweeney

Investment Officer
610.995.8750

Leslie Wentz

Investment Officer
610.995.8771

Allison Wilk

Institutional Investment Officer
610.995.8751

Shared Services Team

Nicholas Bryers

Shared Services Manager
610.995.8718

Holly Palermo

Shared Services Specialist & Office Manager
610.995.8738

Maureen Stirling

Shared Services Specialist
610.293.7213

Connor Newlin

Shared Services Specialist
484.253.6302

Alexandre de Andrade Basso

Shared Services Assistant
484.253.6289