Haverford Trust Announces Two VP-Level Promotions

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 →

2022-08-19T19:00:21+00:00August 16th, 2022|

The Philadelphia Business Journal CFO of the Year Awards

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 →

2022-06-06T12:14:18+00:00June 2nd, 2022|

President Binney Wietlisbach Addresses PSU College of Liberal Arts

President Binney Wietlisbach served as the keynote speaker for Penn State University’s College of Liberal Arts Spring 2022 Commencement held on May 7. Wietlisbach, who received her degree in Psychology from Penn State in 1985 and was named an Alumni Fellow of her alma mater in 2021, spoke to the graduating class about achieving success Read More →

2022-05-19T17:44:28+00:00May 10th, 2022|

Dan Geraghty and Lindsey Pierce Join Haverford Trust as Vice Presidents & Portfolio Managers

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 →

2022-03-01T21:35:31+00:00March 1st, 2022|

The Philadelphia Business Journal’s 2021 Women of Distinction

Philadelphia Business Journal—Lydia Holiat, Vice President & Portfolio Manager, has been named a 2021 Women of Distinction Honoree by the Philadelphia Business Journal. This award spotlights the region’s most influential businesswomen who have distinguished themselves in their fields through thoughtful and forward-looking actions with an overall commitment to excellence. Click to read announcement (subscription Read More →

2021-12-02T21:44:38+00:00December 2nd, 2021|

James Kane Joins Haverford Trust as Vice President & Director of Human Resources

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 →

2021-11-19T20:30:40+00:00November 19th, 2021|

Haverford Trust Adds OCIO Services

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 →

2021-09-15T12:38:58+00:00September 13th, 2021|

Haverford Trust Announces Multiple VP-Level Promotions Amid Continued Growth

Promotions from Within Highlight the Firm’s Commitment to Fostering Talent and Cultivating Firm-wide Institutional Knowledge The Haverford Trust Company, a private wealth management firm, today announced several promotions that speak to Haverford’s commitment to fostering talent and continued firm growth. The well-deserved promotions recognize team members who have consistently demonstrated Haverford’s core values of Read More →

2021-08-26T15:18:25+00:00August 26th, 2021|

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