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 →
Building Strong Foundations for Your Financial Freedom A tree with strong roots can withstand the most violent storm, but the tree can’t grow roots just as the storm appears on the horizon. – Dalai Lama XIV Success in any given discipline requires the mastery of fundamentals. These skills and principles ensure we have 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 →
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 →
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 →
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 →
