President Binney Wietlisbach was a featured speaker at the 2021 Strategas Securities 14th Annual Macro and Investment Conference on March 11, 2021. To view a recording of her presentation, It's just good business - what my mother taught me about growing and building an $11B business, click below.
Promotions from Within in Accounting and Research Teams Speaks to Strength of Team and Investment in World Class Leadership The Haverford Trust Company, a private wealth management firm, recently announced several promotions in their Accounting and Research Teams. Tim Hoyle was promoted to Chief Investment Officer and will continue to work directly with Hank Smith, Read More →
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 Read More →
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
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 Read More →
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 Read More →
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 Read More →
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 Read More →
The goal of our 2019 HAVERFORD SPEAKER SERIES for WOMEN® events will be to challenge you to think about your Past, Present and Future. Our impressive slate of speakers will encourage you to think constructively about past decisions, while empowering you to achieve more in your present opportunities and inspire you to prepare for what’s ahead. Read More →
