Recent News and Insights
From Loss to Legacy: A Story of Service, Sacrifice and Lasting Impact
Hank Smith sits down with Ryan Manion, CEO of The Travis Manion Foundation, podcast host and author, to discuss launching, building and growing a successful nonprofit and how she’s amplifying her brother Travis’ legacy to inspire the next generation of leaders.
How to Navigate the Modern Workplace
Hank Smith welcomes Ana Welsh, workplace dynamics strategist, leadership coach, speaker and lecturer at The Wharton School, for a conversation about the skills that make workers indispensable in today’s workplace.
Fed to still cut rates this year, even as high oil prices spark an uptick in inflation: CNBC Fed Survey
CNBC - John Donaldson, Vice President & Director of Fixed Income, was quoted in [...]
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Delco.Today – Haverford’s Speaking of Quality: Wealth Management Insights podcast was featured in a Delco.Today article, [...]
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The Wall Street Journal - Hank Smith, Director and Head of Investment Strategy was recently [...]
On March 18, 2025, nonprofit professionals from across the Philadelphia region joined us for [...]
"If your actions inspire others to dream more, learn more, do more, and become [...]
Philadelphia Business Journal - Mike Maxwell, Vice President and Portfolio Manager, has been selected [...]
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City & State Pennsylvania - Rosemary DiRita, Vice President & Philanthropic Advisor, was named a 2025 [...]
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CNBC - John Donaldson, Vice President - Fixed Income, was polled in CNBC's March [...]
Charitable giving is more than a financial decision—it’s a reflection of your values, your [...]
