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 experience in the finance industry, specifically in investment management and institutional client service. In her new role, Farnsworth will report to Tim Gillespie, Vice President and Director of Client Management, and will be responsible for the management, retention and growth of institutional clients.
“At Haverford Trust, we are dedicated to hiring world-class leaders committed to delivering the highest quality service to both families and foundations across our region,” said Joseph J. McLaughlin, Jr., Chairman and CEO of Haverford Trust. “We are confident that Becky’s impressive background and strong client service expertise will enhance our firm’s ability to meet the evolving needs of current and prospective clients.”
Farnsworth joins Haverford from Mondrian Investment Partners (U.S.), Inc., where she held several roles within the client services division throughout her tenure. Most recently, Farnsworth served as Client Service Officer, where she was responsible for the management, service and retention of 23 institutional client relationships with over $1.5 billion in assets under management. In addition, she developed and implemented the North American marketing strategy for Emerging Markets Debt, earning over $45 million in additional strategy assets.
“It is clear that Haverford Trust is a company deeply committed to providing superior financial service to the clients they serve. I look forward to bringing my experience to the Haverford team and helping to further Haverford’s reputation as a leader within the wealth management industry,” Farnsworth stated.
Farnsworth received her Bachelor of Science in Business Administration from the University of Pittsburgh in Pittsburgh, Pa.