PGA Member Brian Bergstol Wins 25th Haverford Philadelphia PGA Classic and $150,000 Prize in Sudden Death Playoff
Reigning Philadelphia PGA Professional Champion Brian Bergstol of Shawnee Inn & Golf Resort in Shawnee on the Delaware, Pennsylvania, won the 25th Haverford Philadelphia PGA Classic at Sunnybrook Golf Club by tapping in a one-foot par on the first sudden death playoff hole to top Jeff Herb, PGA, of Waynesborough Country Club in Paoli, Pennsylvania. Read More →
Market Commentary: May 17, 2023
Passing a Debt Ceiling Deal May be the Easy Part Jeff Bagley, CFA, Vice President, Senior Research Analyst, & Portfolio Manager jbagley@haverfordquality.com Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com President Biden and Congressional leadership met yesterday for a second round of talks on a plan to raise the debt limit. Although it appears both Read More →
The Philadelphia Business Journal’s Faces of Philanthropy 2023
Philadelphia Business Journal—Each year, the Philadelphia Business Journal recognizes partnerships between for-profit companies and nonprofit organizations that have teamed up to make a difference in the region. This year, the partnership between The Haverford Trust Company and Cristo Rey Philadelphia High School has been selected as a Faces of Philanthropy honoree. Since 2012, Haverford has Read More →
How to Analyze a Stock’s Dividend
U.S. News & World Report — "Dividends don't lie. You can't make them up. It's not some accounting trick." Hank Smith, Head of Investment Strategy, weighed in on dividend sustainability and analysis in a S. News & World Report article about investing in dividend stocks. Click to read article
Haverford Trust Company Launches New Podcast Series “Speaking of Quality: Wealth Management Insights with Hank Smith”
The Haverford Trust Company, a private firm providing investment management, trust and estate administration, private banking, wealth planning, investment solutions for nonprofits, and retirement plan services, announced today the launch of its new podcast series, "Speaking of Quality: Wealth Management Insights with Hank Smith." The first two episodes of the podcast are available now on Read More →
Haverford Trust Appoints Keith P. Aleardi, CFA, as New President
Aleardi Succeeds Binney Wietlisbach, President of the Firm for 15 Years The Haverford Trust Company, a private firm providing investment management, trust and estate administration, private banking, wealth planning, investment solutions for nonprofits, and retirement plan services, announced today that Keith Aleardi has been appointed the firm’s President. Aleardi joins Haverford with more than Read More →
