· Brian McDonnell

· Title: Chief Technology Officer

· Blurb: Brian McDonnell has been named Chief Technology Officer after previously serving as Vice President and Director of Enterprise Applications & Process Improvement. With nearly 20 years of information technology experience in the financial services industry, Brian is responsible for partnering with Haverford's business units to develop innovative solutions that drive improvements, optimization and efficiencies through the effective use of technology.

· Character Count (with spaces): 456

· Mac Wilson

· Title: Vice President, Reporting and Performance

· Blurb: Mac Wilson has been elevated to Vice President, Reporting and Performance, after previously serving as Director of that team. Since joining Haverford, Mac has worked cross-functionally with the firm's Operations, Client Services, Research, Compliance and Technology teams to define, design and continuously improve upon their performance and reporting systems.

· Character Count (with spaces): 360

· Jennifer Anderson

· Title: Vice President, Client Services Learning & Development

· Blurb: Jennifer Anderson has been named Vice President, Client Services Learning & Development, after previously serving as a Client Services Learning Partner. In this role, Jennifer leads the training of the Client Services team, while recommending and implementing learning solutions that promote efficient team operations.

· Character Count (with spaces): 318

· John D'Anna

· Title: Vice President, Portfolio Manager

· Blurb: As Vice President, Portfolio Manager, John D'Anna develops client and advisor relationships and manages investment portfolios. John earned a Bachelor of Science from Susquehanna University and a Master of Business Administration from Cornell University. He holds FINRA Series 65 and Series 3 licenses and is a Certified Financial Planner™ professional. John also is a board member of Philadelphia Outward Bound School and the Sigmund Weis School of Business at Susquehanna University.

· Character Count (with spaces): 485

· David Moniz

· Title: Vice President, Portfolio Manager

· Blurb: With more than 15 years of experience in financial services, David Moniz develops client relationships and manages investment portfolios as a Vice President, Portfolio Manager. He holds the Chartered Financial Analyst designation and is a Certified Financial Planner™ professional. John is also a board member for the World Affairs Council of Philadelphia, an investment committee member for the Council for Relationships, and a member of the CFA Society of Philadelphia and the CFA Institute.

· Character Count (with spaces): 493

· Mary Sutphen

· Title: Vice President, Portfolio Manager

· Blurb: Possessing nearly 20 years of experience in the financial services industry, Mary Sutphen develops client and advisor relationships and manages investment portfolios as a Vice President, Portfolio Manager. She earned her Bachelor of Science from St. Joseph's University and is a Certified Financial Planner™ professional. Mary also is a member of the Philadelphia Estate Planning Council, a committee member for the National Liberty Museum Gala and a volunteer for the Dad Vail Regatta.

· Character Count (with spaces): 487