Mr. Nicholas Jefferies joined Haverford in 2022. As a Portfolio Operations Specialist & Equity Trader, Nick is a member of the team that handles all equity trading and mutual fund trade processing for Haverford Trust and our clients. He also assists in the daily maintenance of client portfolios, which includes account openings, closings, and reconciliation. Additionally, he works with Haverford’s fixed income brokers regarding trade settlement issues.
Portfolio Operations & Trading Specialist
The Haverford Trust Company
The Haverford Trust Company
Merrill Lynch
Infantry Rifleman
United States Marine Corps
© 2025 The Haverford Trust Company. All Rights Reserved. The Haverford Trust Company is a subsidiary of Drexel Morgan & Co.
© 2025 The Haverford Trust Company. All Rights Reserved. The Haverford Trust Company is a subsidiary of Drexel Morgan & Co.
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