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 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 →
Senior Operations Officer and Team Lead Robert J. Gormley, recently celebrated his 20th anniversary working with Haverford Trust. We took some time to talk with him, look back on his time here thus far, and highlight some of his proudest accomplishments and lessons learned along the way. We thank Bob for 20 exceptional years Read More →
Portfolio Manager David T. Moniz, CFA, CFP®, recently celebrated his 15th anniversary working at Haverford Trust. We sat down with him to look back on his time here thus far and highlight some of his favorite lessons and accomplishments. We thank Dave for 15 exceptional years of providing Quality service to our clients and Read More →
Philadelphia Business Journal – Vice President & Director of Global Strategies Maxine Cuffe, CFA, was honored by Philadelphia Business Journal as one of the 2022 Women of Distinction. In this feature Maxine discusses some of her goals, challenges, and secrets for success stating that “By failing to prepare, you are preparing to fail.” To read Read More →
The Haverford Trust Company, a private firm providing investment and wealth management, trust and estate administration, private banking, financial planning and retirement plan services, today introduced Laura Kirkpatrick as Vice President and Institutional Portfolio Manager. Kirkpatrick joins Haverford with more than 30 years of experience in the investment management industry. In her new role Read More →
