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 →
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A Message from Binney Wietlisbach
Binney Wietlisbach shares the below message with the Haverford Trust community as she transitions to Vice Chair and the company welcomes a new president.
Market Commentary: May 10, 2022
Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com The Federal Reserve is in Need of an Assist The stock market selloff is the result of investors grappling with inflationary concerns, higher interest rates, and the increasing probability of a recession following the Federal Open Market Committee’s 50-bps hike and subsequent press conference last Wednesday. As Read More →
Market Commentary: April 21, 2022
Josh Giacalone, Corporate Sustainability Analyst jgiacalone@haverfordquality.com The Lifecyle of a Product Since 1970, April 22 has served as Earth Day, an annual reminder to reflect on the human impact on the environment and consider ways we can reduce, reuse, and recycle. Encouragingly, we’ve seen just how impactful the collective actions of individuals can be. Read More →
Financial Planning Resources: Headline News and Your Finances
Gina Parissi, CFP® Senior Financial Planner The news headlines in the first quarter of 2022 may have us asking ourselves, “Where do we go from here?” and “How will this impact my financial future?” In turbulent times we often check our portfolios and wonder what changes could be made to position ourselves better. With Read More →
Market Commentary: March 10, 2022
During volatile times in the markets, communication is a top priority. We are working on our first quarter economic outlook so that we may provide a comprehensive update in the coming weeks. Additional details will follow. Tim Hoyle, CFA, Chief Investment Officer thoyle@haverfordquality.com Focus on What You Can Control Our previous commentary Read More →
Investors See Bullish Signals Under the Stock Market’s Surface
The Wall Street Journal - According to The Wall Street Journal, it’s been a rocky spell for stocks, but under the market’s surface, some investors see promising signs. Head of Investment Strategy Hank Smith weighed in on this optimism, “Even with this being another down week, what you’re seeing is there is buying power Read More →
Dan Geraghty and Lindsey Pierce Join Haverford Trust as Vice Presidents & Portfolio Managers
RADNOR, PA – March 1, 2022 – The Haverford Trust Company, a private firm providing wealth management, trust and estate administration, financial planning, investment solutions for nonprofits, and retirement plan services, recently announced Dan Geraghty and Lindsey Pierce have joined the firm as Vice Presidents & Portfolio Managers. In their roles, Geraghty and Pierce Read More →
