Philadelphia Business Journal — The following employees of The Haverford Trust Company were recently featured in Philadelphia Business Journal to announce their recent promotions. You can read about their updated titles below or click here for Bryan’s promotion or click here for Gina’s promotion.

Bryan Tracy

New Title: Vice President, Director of Portfolio Management

After an extensive search, Bryan Tracy has been promoted to the newly created position of Vice President & Director of Portfolio Management. Since joining the Haverford team in 2018, Tracy has played an integral role in strengthening the firm’s wealth planning practice. In his new role, Tracy will focus on the continuous improvement of client experience, identifying opportunities to enhance services and solutions, refining internal processes, and streamlining client support activities. He will now oversee a 20-plus person team of relationship managers including Portfolio Managers and the Director of Wealth Planning. Tracy has over 15 years of experience in the financial services industry and serves on the boards of The Philadelphia Outward Bound School, the Delaware County Estate Planning Council, the Associate Board for the Foundation of Delaware County and is the trust committee chair for the PA Bankers Association. 

Gina Parissi

New Title: Vice President, Director of Wealth Planning

Gina Parissi has been promoted to Vice President & Director of Wealth Planning after previously serving as Senior Wealth Planner. With more than 15 years of experience, Parissi will manage Haverford’s five-person wealth planning team and serve as a subject matter expert on financial planning topics of importance to Haverford’s clients. Parissi will also be responsible for training and managing the firm’s Financial Planning Analysts and Associates.