Our Team

Charlie Murphy

Portfolio Operations Specialist

Mr. Charlie Murphy joined Haverford in 2023. As a Portfolio Operations Specialist, Charlie assists in the daily maintenance of client portfolios, which includes account openings, closings, and reconciliation.

Contact Information

484.253.6347

FINRA’S BROKERCHECK

Send an email

Certifications & Education

B.B.A., University of Massachusetts Amherst

FINRA Series 7 and 63

Previous Experience

Investment Specialist
The Vanguard Group

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Our Team

Charlie Murphy

Portfolio Operations Specialist

Mr. Charlie Murphy joined Haverford in 2023. As a Portfolio Operations Specialist, Charlie assists in the daily maintenance of client portfolios, which includes account openings, closings, and reconciliation.

Contact Information

484.253.6347

Send an email

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Certifications & Education

B.B.A., University of Massachusetts Amherst

FINRA Series 7 and 63

Previous Experience

Investment Specialist
The Vanguard Group

Contact Haverford

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Our Team

Charlie Murphy

Portfolio Operations Specialist

Mr. Charlie Murphy joined Haverford in 2023. As a Portfolio Operations Specialist, Charlie assists in the daily maintenance of client portfolios, which includes account openings, closings, and reconciliation.

Contact Information

484.253.6347

Send an email

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Certifications & Education

B.B.A., University of Massachusetts Amherst

FINRA Series 7 and 63

Previous Experience

Investment Specialist The Vanguard Group

Contact Haverford

To protect your privacy, please do not include any non-public personal information on this contact form. If you correspond with us via the internet, we cannot guarantee the security of information you provide.

Investment Specialist
The Vanguard Group