David T. Moniz, CFA, CFP®

Vice President, Portfolio Manager

Mr. David Moniz joined Haverford in 2007 and has more than 15 years of experience in financial services. As Vice President, Portfolio Manager, Dave develops client relationships and manages investment portfolios.

Contact

610.995.8784

Send an email

Certifications & Education

M.B.A., Pennsylvania State University
B.S., Pennsylvania State University
Chartered Financial Analyst (CFA) designation
CERTIFIED FINANCIAL PLANNER® professional

Affiliations & Memberships

Board Member

World Affairs Council of Philadelphia
Member

CFA Society of Philadelphia
Member

CFA Institute

Previous Experience

Senior Investment Officer

The Haverford Trust Company
Trust Operations Manager

The Haverford Trust Company

David Moniz's Team

Jennifer Radano
Investment Officer

610.995.8700 | Three Radnor Corporate Center Suite 450 | 100 Matsonford Road Radnor, PA 19087

610.995.8700
Three Radnor Corporate Center Suite 450
100 Matsonford Road Radnor, PA 19087

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