Rob Trier

Robert C. Trier

Custody Operations Officer & Team Lead

Mr. Robert Trier joined Haverford in 2013. As a Custody Operations Officer & Team Lead, he oversees equity and bond trade settlement, income posting, reconciliation and onboarding receipts. Additionally, Rob works with our custodians and trading platforms to bridge trade data for settlement.

Contact Information

610.995.8779

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Certifications & Education

B.S., West Virginia University

FINRA Series 7 and 66

Previous Experience

Institutional Middle Office
SEI

Middle Office
SEI

Custody Operations Team

John S. Supplee

Chief Operating Officer
610.995.8731

Diane M. Goldstein

Vice President & Director of Operations
610.995.8707

Theresa Dolan

Vice President, Custody Operations
610.995.8769

Rob Trier

Robert C. Trier

Custody Operations Officer & Team Lead
610.995.8779

Mark C. Andricola, CSOP

Senior Custody Operations Officer
610.995.8767

Christopher R. Rossi

Custody Operations Officer
610.995.8756

Heather Huebner

Custody Operations Specialist
610.995.8743

Tim Rohlfs

Custody Operations Specialist
610.995.8750

Ryan Voerman

Custody Operations Specialist
610.293.7224