On March 19, 2020, Pennsylvania Governor Tom Wolf ordered all non-life sustaining businesses in Pennsylvania to close physical operations to mitigate the spread of coronavirus (COVID-19). As a registered bank, per the guidelines of The Department of Banking and Securities, The Haverford Trust Company is allowed to remain open. To support the statewide effort to curb [...]
Haverford Trust Chairman & CEO Joe McLaughlin and President Binney Wietlisbach provide an update on the impact of COVID-19 on the financial markets and Haverford's preparedness to address the ongoing situation in the video below.
The Haverford Trust Company is celebrating 40 years of providing individuals, families, institutions and nonprofits with Quality Investing and wealth management services. Travel back in time on our anniversary webpage to explore 40 years of Quality Investing. Click to explore
Ten years ago, the Haverford Speaker Series for Women® began as an idea. More than thirty events and over 3,500 participants later, this idea has evolved into a movement and a mission, illustrating how a small action can have a big impact. As we reflect on the past decade and look towards the next [...]
Inside Golf, an award winning weekly magazine-style show hosted by longtime KYW NewsRadio anchor Harry Donohue, aired a special 1-hour edition featuring the Haverford Philadelphia PGA Classic. The crew was onsite in September capturing all of the action from Sunnybrook. Click on the link below to view the show.
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]