Halie O'Shea | The Haverford Trust Company

Halie W. O’Shea

Vice President & Director of Research

Ms. Halie O’Shea joined Haverford in 2017 and has been an equity analyst for more than 20 years. As Director of Research, Halie leads the daily operations of the firm’s Research Team, responsible for providing the fundamental, quantitative, and qualitative research used in constructing equity portfolios. She also creates and analyzes client-specific research and works with the firm’s portfolio managers to develop customized investment solutions. Halie is also a voting member of the Investment Selection Committee.

Contact

610.995.8798

Send an email

Certifications & Education

M.B.A., New York University
B.S., Northwestern University

Previous Experience

Senior Research Analyst

The Haverford Trust Company
Director of Investor Relations & Corporate Strategy

United Natural Foods, Inc.
Global Security Analyst/Portfolio Manager

Turner Investments
Equity Research Associate, Food & Beverage

Janney Capital Markets
Senior Associate, Technology Investor Relations Consulting

Market Street Partners

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