Eric Tanz

Portfolio Operations & Trading Specialist

Mr. Eric Tanz joined Haverford in 2026. As a Portfolio Operations & Trading Specialist, Eric assists in the daily maintenance of client portfolios, which includes account openings, closings, and reconciliation. Additionally, he assists in equity trading, daily trade match, and works with Haverford’s fixed income brokers regarding trade settlement issues.

Contact

484.253.6628

Send an email

Certifications & Education

B.A., Ursinus College

Previous Experience

Operations Analyst II

SEI Investments

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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