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 will develop and cultivate client and advisor relationships and manage investment portfolios.
“We feel fortunate to welcome both Dan and Lindsey to the Haverford team as each of them brings a background of deep experience in the financial services industry that will further bolster our client relationships,” said Joseph J. McLaughlin, Jr., Chairman and CEO of Haverford Trust. “The addition of these two reputable and skilled portfolio managers is a testament to our dedication to client success.”
Prior to his new role, Geraghty served as Director and Investment Officer at Hirtle, Callaghan & Co. for nearly 10 years. Previously, he spent time at Coventry First, LCC where he focused on capital markets. He currently sits on the Board of Directors for the Montgomery Bar Foundation. Geraghty received his bachelor’s degree from the Pennsylvania State University, in addition to earning his Certified Financial Planner (CFP) designation and FINRA Series 65 licensure.
Pierce previously served as Senior Vice President and Senior Investment Advisor at Hawthorn, PNC Family Wealth where she worked primarily with ultra-high net worth families and foundations building and managing multi-asset class portfolios. She is currently a member of the CFA Society of Philadelphia. Pierce received her bachelor’s degree from Bucknell University, in addition to earning her Chartered Financial Analyst (CFA) designation.
