Maxine Cuffe | The Haverford Trust Company

Maxine Cuffe, The Haverford Trust Company

Maxine Cuffe, CFA

Vice President & Director of Global Strategies

Ms. Maxine Cuffe joined Haverford in 2016. Maxine has worked in investment research for more than 20 years, across multiple asset classes and geographic regions. As Director of Global Strategies, she leads Haverford’s Global Strategy Committee, which is responsible for utilizing fundamental and quantitative research to inform strategic asset allocation decisions. She also leads the Manager Research team, overseeing the evaluation and selection of external investment vehicles, and conducts fundamental equity research used in constructing client portfolios. Maxine is a voting member of the firm’s Investment Selection Committee.

Contact

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Certifications & Education

Bachelor of Commerce in Finance, University of British Columbia
Fellow of the Portfolio Management Foundation, University of British Columbia
Chartered Financial Analyst (CFA) designation

Affiliations & Memberships

Member

CFA Society of Philadelphia
Member

CFA Institute
Board Member & Chair of Investment Committee

Fund for Women and Girls

Previous Experience

Senior Research Analyst

The Haverford Trust Company
Investment Manager, European Real Estate

Aberdeen Asset Management, Edinburgh, UK
Investment Manager, Real Estate Research & Strategy

Scottish Widows Investment Partnership, Edinburgh, UK
Investment Manager, Emerging Market Equities

Columbia Threadneedle Investments, London
Investment Manager, Asian Equities

HSBC Global Asset Management, Hong Kong
Analyst, US Equity Research

HSBC Global Asset Management, New York

Previous Board Affiliations

Investment Committee Member

University of Edinburgh
Board Member & Treasurer

Edinburgh Women's Aid
Board Member

World Affairs Council of Philadelphia

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