Executive committee
Keith P. Aleardi, CFA
President
Veronica McKee, CMP
Chief Marketing Officer
Joseph J. McLaughlin, Jr.
Chairman & Chief Executive Officer
Paul S. Rovner, CPA
Chief Financial Officer
John S. Supplee
Chief Operating Officer
The Haverford difference
43%
Of executive staff are women
44%
Of our board are women or POC
33
Average years of industry experience for Investment Selection Committee
2
# of CEOs since our start in 1979
*For The Haverford Trust Company and Haverford Financial Services as of 12/31/2024
Board of directors
Each member of our Board has been appointed for their expertise in the pursuit of excellence at Haverford Trust. The board’s composition and their collective experience are crucial in providing strategic guidance and governance to the company. These esteemed executives and entrepreneurs help to ensure the company holds itself to the same high standards we apply through our Haverford Quality Investing philosophy.
Keith P. Aleardi, CFA
President, The Haverford Trust Company
Edward G. Boehne
Former President & Chief Executive Officer, Federal Reserve Bank of Philadelphia
Frances T. Burns
Executive Vice President & Chief Operating Officer, Connelly Foundation
Donald Caldwell
Founder & Senior Managing Director, Cross Atlantic Capital Partners, Inc.
Judge Renée Cardwell Hughes (Ret.)
Former President & Chief Executive Officer, Philadelphia OIC
George W. Connell
Founder & Director, The Haverford Trust Company
Osage Imasogie, Esq.
Senior Managing Partner, PIPV Capital
Macee Keelan
President, Creative Benefits, Inc.
Edward W. Leisenring
Consultant, Department of Energy
Winston I. Lowe, Esq.
Managing Partner, Lowe & Associates, LLC
Joseph J. McLaughlin, Jr.
Chairman & Chief Executive Officer, The Haverford Trust Company
William B. McNamara
President, Haverford Hotel Partners, LP
Loretta J. Mester
Former President & Chief Executive Officer, Federal Reserve Bank of Cleveland
Edward G. Rendell*
Former Governor, Commonwealth of Pennsylvania
Bruce A. Rosenfield, Esq.
Of Counsel, Dilworth Paxson LLP
Henry B. Smith
Director, Head of Investment Strategy, The Haverford Trust Company
Binney H.C. Wietlisbach
Vice Chair, The Haverford Trust Company
*Emeritus
Investment selection committee
Our investment philosophy seeks to balance risk and return to safeguard clients’ assets and ensure they are well-informed of risks associated with their investments. This is adaptive to the decisions we make in managing the business and our team of people.
Keith P. Aleardi, CFA
President
Maxine Cuffe, CFA
Vice President & Director of Global Strategies
John H. Donaldson, CFA
Vice President & Director of Fixed Income
Timothy A. Hoyle, CFA
Chief Investment Officer
Joseph J. McLaughlin, Jr.
Chairman & Chief Executive Officer
Halie O’Shea
Vice President & Director of Research
Henry B. Smith
Head of Investment Strategy
Senior leadership committee
Our leaders nurture enduring relationships with clients and colleagues through frequent and honest communication. They consider the impact on our team in every business decision. We measure our outcomes to track success on these principles and regularly assess and improve internal processes to enhance efficiency and satisfaction.
Keith P. Aleardi, CFA
President
Eric A. Drossner, AIF
Vice President & Director of Retirement Plan Services
Timothy E. Gillespie
Vice President & Director of Client Management
Diane Goldstein
Vice President & Director of Operations
Timothy A. Hoyle, CFA
Chief Investment Officer
James S. Kane, SHRM-SCP
Chief Human Resources Officer
Veronica McKee, CMP
Chief Marketing Officer
Joseph J. McLaughlin, Jr.
Chairman & Chief Executive Officer
MarieElena V. Ness
Chief Compliance Officer
Bruce Rosenfield, Esq.
Attorney
Paul S. Rovner, CPA
Chief Financial Officer
Patrice B. Shute
Vice President & Director of Client Service
John S. Supplee
Chief Operating Officer
Henry B. Smith
Head of Investment Strategy
