Mr. Zachary Kaeser joined Haverford in 2014. As an Equity Trader & Operations Officer, Zach handles all equity trading for Haverford Trust & our clients, mutual fund trade processing, trade cost analysis, and maintains relationships with our trusted trading partners. In addition, Zach assists in the daily maintenance of client portfolios, which includes account onboarding, reconciliation, and problem resolution.
B.A., Saint Joseph’s University
FINRA Series 7 and 66
Custody Operations Officer
The Haverford Trust Company
Vice President, Operations
Equity Trader & Operations Officer