Our Team

Connor Newlin

Investment Officer

Mr. Connor Newlin joined the firm in 2019. As an Investment Officer, Connor maintains client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

484.253.6384

FINRA’S BROKERCHECK

Send an email

Certifications & Education

B.A., Ursinus College

FINRA Series 7

Previous Experience

Shared Services Specialist
The Haverford Trust Company

Mutual Fund Control Analyst Level II
SEI

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Our Team

Connor Newlin

Investment Officer

Mr. Connor Newlin joined the firm in 2019. As an Investment Officer, Connor maintains client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

484.253.6384

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.A., Ursinus College

FINRA Series 7

Previous Experience

Shared Services Specialist
The Haverford Trust Company

Mutual Fund Control Analyst Level II
SEI

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

Connor Newlin

Investment Officer

Mr. Connor Newlin joined the firm in 2019. As an Investment Officer, Connor maintains client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

484.253.6384

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.A., Ursinus College

FINRA Series 7

Previous Experience

Shared Services Specialist The Haverford Trust Company

Mutual Fund Control Analyst Level II SEI

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.

Shared Services Specialist
The Haverford Trust Company

Mutual Fund Control Analyst Level II
SEI