Brendan Tate

Investment Officer

Mr. Brendan Tate joined Haverford in 2022. As an Investment Officer, Brendan maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact

484.253.6302

FINRA’s Brokercheck

Send an email

Certifications & Education

B.S., West Chester University
FINRA Series 7 and 63

Previous Experience

Client Service Associate

JPMorgan Chase & Co.
AP Outsourcing and Client Support

Global Exchange Payment Solutions

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