Brendan Tate, The Haverford Trust Company

Brendan F. Tate

Investment Officer

Mr. Brendan Tate joined Haverford in 2022. As an Investment Officer, Brendan maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

484.253.6302

Certifications & Education

B.S., West Chester University

FINRA Series 7 and 63

Previous Experience

Client Service Associate
JPMorgan Chase & Co.

AP Outsourcing and Client Support
Global Exchange Payment Solutions