Zachary Kaeser

Zachary Kaeser

Equity Trader & Operations Officer

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.

Contact Information

610.995.8765

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Certifications & Education

B.A., Saint Joseph’s University

FINRA Series 7 and 66

Previous Experience

Custody Operations Officer
The Haverford Trust Company

Operations Team

John S. Supplee

Chief Operating Officer
610.995.8731

Diane M. Goldstein

Diane M. Goldstein

Vice President, Operations
610.995.8707

Leanne Rudolph

Director of Trading Operations
610.995.8729

Robert Gormley

Senior Operations Officer & Data Management Analyst
610.995.8728

Zachary Kaeser

Zachary Kaeser

Equity Trader & Operations Officer
610.995.8765

Len Castor

Trading Operations & Performance Specialist
484.253.6651

John Santoianni

Account Coordinator
610.995.8786

Melissa Loughrey

Tax Manager
610.995.8734