Moves Highlighted By Internal Promotions Including C-Level, VPs
The Haverford Trust Company, a private firm providing portfolio management, trust and estate administration, banking services and retirement services, today announced several promotions to expand Haverford’s leadership team. At the C-Level, Tim Hoyle was promoted to Co-Chief Investment Officer and John Supplee was named Chief Operating Officer. David Peppard and Patrice Shute were both elevated to Vice President. The moves reinforce Haverford’s commitment to investing in quality leadership in order to provide a greater level of client service and investment expertise.
“Our people really set us apart from other wealth managers and the newest members of the leadership team have done exemplary work in their dedication to helping their clients understand their finances and improve them,” said Joseph J. McLaughlin, Jr., Chairman and CEO of Haverford Trust. “We’re incredibly proud of this group, and these promotions are a reflection of the value that they provide both to Haverford Trust and their colleagues and clients with whom they interact on a daily basis.”
Supplee takes over as Chief Operating Officer after spending the last eight years as Chief Information Officer and Vice President of Client Service. In this role, John will oversee multiple operating teams within the company including information technology, back office operations, custody and trading and client service. His responsibilities also include strategic planning and implementation of operational processes and systems control. Supplee joined Haverford in 1998, is a graduate of West Chester University and received his master’s in information science from Penn State.
As Co-Chief Investment Officer, Hoyle will continue to align Haverford’s investment decisions and client interaction with the firm’s quality investing philosophy. Hoyle and current CIO Hank Smith will work in tandem to develop and execute the investment goals that have already made Haverford’s approach successful and time-tested. Hoyle joined Haverford in 2003 as an analyst before becoming Vice President and Director of Research in 2009. Hoyle’s role will focus primarily on internal strategy and execution, while Smith will continue to work closely with clients on a daily basis.
Both Shute and Peppard have made a significant impact on Haverford’s clients in their current roles. Shute, a 27-year veteran of the financial services industry, spent nearly two decades with Nuveen Investments. She joined Haverford as Director of Client Service in 2014, a position that she will still hold. Peppard came to Haverford from Janney Montgomery Scott as a Portfolio Manager.