"The future depends on what you do today." - Mahatma Gandhi Today positions us to design our “someday.” The decisions we make now and the information we choose to learn helps pave our path personally and professionally. This year’s Haverford Speaker Series for Women highlights opportunities to influence your own trajectory and define your Read More →
Protect your Privacy For your protection, please do not include account numbers, Social Security numbers, credit card numbers, passwords, or other nonpublic information in your email. For more information regarding how we protect client information, you may review a copy of our Privacy Policy. Transaction Instructions Instructions with respect to securities transactions such as trade Read More →
Haverford Trust is pleased to announce the launch of Season 2 of the “Speaking of Quality: Wealth Management Insights with Hank Smith” podcast. The eight episode season will run from January through April. New episodes will be available on all major podcast platforms, including Apple Podcasts, Spotify, and Google Podcasts, in addition to haverfordquality.com. The Read More →
The 25th Haverford Philadelphia PGA Classic was the subject of a one-hour special on Inside Golf. The special covered all of the major highlights from September’s tournament at Sunnybrook Golf Club, where Brian Bergstol walked away with a record winner’s check of $150,000, the largest first-place prize available from any event across the PGA Read More →
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 →
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 →
Last month we introduced our new President, Keith Aleardi, CFA. Read below to get a better insight into who our new President is. What was your first interaction with Haverford? About 30 years ago I was a financial advisor at Merrill Lynch and I remember hearing about the Quality Investing philosophy Read More →
Each of our team members play an important role every day at Haverford. In honor of Women's History Month, we are proud to shine a spotlight on the intelligent, hard-working, and talented women on our team. We sat down with women from all areas of the business to get their insight and perspective on Read More →
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 →
Senior Investment Officer Betty Tafel recently celebrated her 30th anniversary working with Haverford Trust. We sat down with Betty to take a look back on her time here thus far, highlight some of her fondest moments, and congratulate her on this incredible milestone. We thank Betty for 30 years of hard work, dedication, and Read More →
