Conor Osborne, The Haverford Trust Company

Conor Osborne, CFA

Analyst & Portfolio Specialist

Mr. Conor Osborne joined Haverford in 2021. As an Analyst & Portfolio Specialist, Conor works cross-functionally with the Research, Client Services, Portfolio Management, and Operations Teams to manage all aspects of implementing portfolio trade decisions. He also assists in the surveillance of portfolio positioning and ensures compliance with client and portfolio specific directives.

Contact Information

610.253.6657

Certifications & Education

B.S., American University

Chartered Financial Analyst (CFA) designation

Previous Experience

Trading & Portfolio Implementation Specialist
The Haverford Trust Company

ABS Cashflow Modeler
Bloomberg, L.P.

Structured Products Analyst
Bloomberg, L.P.