Timothy Gillespie

Timothy E. Gillespie

Vice President & Director of Client Management

Mr. Tim Gillespie joined Haverford in 2018 and has more than 35 years of experience in the financial services industry. As Director of Client Management, Tim leads the firm’s portfolio management teams and directs all client development and client retention efforts.

Contact Information

 610.995.8773

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Education

M.B.A., Temple University

B.A., LaSalle University

Previous Experience

President, Wealth Advisory Services Group
M&T Bank/Wilmington Trust

Managing Director/Division Manager
Wilmington Trust

Section Manager, Wealth Advisory Services
Wilmington Trust

Private Client Advisor, Wealth Advisory Services
Wilmington Trust

Wealth Advisor
Mellon Bank

Commercial Banker/Private Banker
Meridian Bank

Credit Review Officer
Fidelity Bank

Staff Project Manager
Girard Bank

Affiliations & Memberships

Member
Philadelphia Estate Planning Council

Finance Committee Member
Mary Mother of the Redeemer Parish

Board Member & Investment Committee Member
World Affairs Council of Philadelphia

Board Member & Chair of Finance Committee
Gwynedd Mercy Academy High School

Board Member & Co-Chair of Investment Committee
LaSalle College High School

Golf Committee Chair
Parkinson’s Council of Philadelphia

Client Management Support Team

Timothy Gillespie

Timothy E. Gillespie

Vice President & Director of Client Management
610.995.8773

Kathy Morris

Senior Investment Officer
610.995.8736

Client Service Team

Jeffrey M. Bagley, CFA

Vice President, Senior Research Analyst, & Portfolio Manager
610.995.8715

David B. Brune, CFA

Vice President & Portfolio Manager
610.995.8714

Eileen D. Chambers, CTFA

Vice President & Portfolio Manager
610.995.8722

T. Keith Eby

Vice President & Portfolio Manager
610.995.8783

Rebecca Farnsworth

Vice President & Institutional Portfolio Manager
610.995.8772

Lydia Holiat

Vice President & Portfolio Manager
610.995.8780

Seth D. Horwitz

Vice President & Portfolio Manager
610.995.8775

Patrick J. Hoyer

Vice President & Portfolio Manager
610.995.8768

Tom Lynch

Vice President & Portfolio Manager
610.995.8753

Mary E. McAuley

Vice President & Portfolio Manager
610.995.8760

David C. Peppard

Vice President & Portfolio Manager
610.995.8740

Robert F. Stiles

Vice President, Business Development
610.995.8720

Christine E. Walker, CFP, CIMA

Vice President & Portfolio Manager
610.995.8711

Cynthia A. Zickel, ChFC, CFP

Vice President & Portfolio Manager
610.995.8717

Financial Planning Team

Bryan Tracy

Vice President & Director of Financial Planning
610.995.8757
btracy@haverfordquality.com