Judy Stein Joins Haverford Trust as Trust Counsel

RADNOR, PA — JUNE 19, 2019 — The Haverford Trust Company, a private firm providing wealth management, trust and estate administration, banking services, financial planning, solutions for nonprofits, and retirement plan services, recently announced that Judy Stein has joined the firm as Trust Counsel. In her role, Stein will oversee all legal aspects of Haverford’s [...]

2019-06-26T14:57:45+00:00June 19th, 2019|

Veronica McKee Rejoins Haverford Trust as Vice President of Marketing

RADNOR, PA – JUNE 19, 2019 – The Haverford Trust Company, a private firm providing wealth management, trust and estate administration, banking services, financial planning, solutions for nonprofits and retirement plan services, recently announced Veronica McKee has rejoined the firm as Vice President of Marketing. In her role, McKee will work closely with Chief Marketing [...]

2019-06-26T15:47:38+00:00June 19th, 2019|

The Philadelphia Business Journal’s 2019 Forty Under 40

Philadelphia Business Journal—David Peppard, Vice President & Portfolio Manager, was named to the Philadelphia Business Journal's 2019 Forty Under 40. David was chosen from nearly 400 nominees for this honor, which recognizes current and future leaders, under the age of 40, who are proven performers in their respective industries and communities. Click to read article [...]

2019-04-18T12:25:30+00:00April 16th, 2019|

Haverford Trust Hires Rebecca M. Farnsworth as Vice President & Institutional Portfolio Manager

RADNOR, PA – APRIL 10, 2019 – The Haverford Trust Company, a private firm providing wealth management, trust and estate administration, banking services, financial planning, solutions for nonprofits and retirement plan services, recently introduced Rebecca Farnsworth, Chartered Financial Analyst, as Vice President and Institutional Portfolio Manager. Farnsworth joins Haverford with more than 14 years of [...]

2019-04-10T19:22:49+00:00April 10th, 2019|

Behavioral Finance: What affects our decisions?

Every day we make thousands of decisions. Our brains absorb huge amounts of complex data, but we can’t possibly use all that information to make every decision.  So sometimes our brains use mental shortcuts to make decisions more efficiently—maybe not optimal, but fast and easy. Maxine Cuffe, CFA, Senior Research Analyst, spoke to a [...]

2019-06-14T15:35:49+00:00March 19th, 2019|

Announcing the 2019 Haverford Speaker Series for Women

The goal of our 2019 HAVERFORD SPEAKER SERIES for WOMEN® events will be to challenge you to think about your Past, Present and Future. Our impressive slate of speakers will encourage you to think constructively about past decisions, while empowering you to achieve more in your present opportunities and inspire you to prepare for what’s ahead. [...]

2019-10-10T13:28:41+00:00December 20th, 2018|

Haverford Trust Hires Bryan Tracy as Vice President & Director of Financial Planning

RADNOR, PA – AUGUST 9, 2018 – The Haverford Trust Company, a private firm providing portfolio management, trust and estate administration, banking services, financial planning, solutions for nonprofits, and retirement plan services, recently introduced Bryan Tracy, Certified Financial Planner™ as Vice President and Director of Financial Planning. Tracy joins Haverford with extensive experience in [...]

2018-08-30T12:38:36+00:00August 9th, 2018|

Living Beyond Breast Cancer Welcomes New Board Members

Rob Stiles, Vice President of Business Development, was one of seven new members appointed to the Living Beyond Breast Cancer (LBBC) Board of Directors in January. LBBC is a national education and support organization that provides programs and services to help people whose lives have been impacted by breast cancer. Click to read press release

2018-04-03T16:07:21+00:00March 30th, 2018|

These Accomplished Women are Paving the Way for Future Generations

Philadelphia Business Journal — A Philadelphia Business Journal story discussing the journey women have taken to break through professional barriers referenced Binney Wietlisbach, President, and the panel discussion she participated in at the Union League of Philadelphia entitled “Walking on Broken Glass." Click to read article

2018-04-03T16:19:19+00:00March 20th, 2018|

Women Take Center Stage at Union League, Discussing Breaking ‘Glass Ceiling’

KYW Newsradio — Binney Wietlisbach, President, moderated a panel discussion entitled “Walking on Broken Glass” at the Union League of Philadelphia. As KYW Newsradio reported, topics included workplace discrimination, biggest risks, worst mistakes, and advice to 25-year-old-women. Click to read article

2018-03-19T18:22:48+00:00March 17th, 2018|

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