Decisions, decisions. In our lives we face millions of choices and transitions. This year, the Series aims to arm you with new techniques and skills to improve your decision-making preparedness and help you optimize opportunities. Join us this year as we uncover hidden potential and improve our odds for success. An invitation will be Read More →
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 →
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 →
Inside Golf, an award winning weekly magazine-style show hosted by longtime KYW News Radio anchor Harry Donohue, aired a special 1-hour edition featuring the Haverford Philadelphia PGA Classic. The crew was onsite in September capturing all of the action from Sunnybrook. Click on the link below to view the show. 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 →
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 →
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.
Unpredictability and uncertainty are two words that could succinctly summarize 2020. After a year punctuated by factors outside of anyone’s control, the Haverford Speaker Series for Women® 2021 programming focuses on things you can - and should - control now. From your own personal well-being to your investing and spending decisions, this year’s speakers Read More →
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 →
Lower Gwynedd Township, Pa. (July 23, 2020) — In an effort to ensure a responsible event during the ongoing COVID-19 pandemic while upholding the traditions of the tournament, the Philadelphia PGA Section and The Haverford Trust Company have postponed the 24th playing of the Haverford Philadelphia PGA Classic. The tournament has been rescheduled for June Read More →
