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 →

Promotions From Within Speak to the Firm’s Commitment to Fostering Talent and Investing in World-Class Leadership 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 announced two VP-level promotions. Jacquelyn Meehan will assume the role of Vice President, Read More →

We are pleased to announce Vice President & Chief Financial Officer Paul Rovner was named as a 2022 Philadelphia Business Journal CFO of the Year honoree. This prestigious program honors top financial professionals for outstanding performance in their roles, including demonstrated contributions to their company's growth and/or profitability, success in overcoming business challenges, and Read More →

Vice President and Portfolio Manager Cynthia A. Zickel, ChFC, CFP®, recently celebrated her 35th anniversary working at Haverford Trust. We sat down with her to look back on her time here thus far and highlight some of her favorite lessons and accomplishments. We thank Cynthia for 35 exceptional years, and we are looking forward Read More →

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 →

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 James Kane has joined the firm as Vice President & Director of Human Resources. In his role, Kane is now responsible for overseeing the firm’s human resources Read More →

Haverford Trust Increases Assets Under Management or consultation to Nearly $14 Billion with former Drexel Morgan Capital Advisers Clients RADNOR, PA – September 13, 2021 – The Haverford Trust Company, a private wealth management firm, today announced it has completed the transition of a majority of clients formerly associated with its sister company, Drexel Read More →