Our Team

David T. Moniz, CFA, CFP®

Portfolio Manager

Mr. David Moniz joined Haverford in 2007 and has more than 15 years of experience in financial services. As Portfolio Manager, Dave develops client relationships and manages investment portfolios.

Contact Information

610.995.8784

FINRA’S BROKERCHECK

Send an email

Certifications & Education

M.B.A., Pennsylvania State University

B.S., Pennsylvania State University

FINRA Series 7 and 66

Chartered Financial Analyst (CFA) designation

CERTIFIED FINANCIAL PLANNER™ professional

Previous Experience

Senior Investment Officer
The Haverford Trust Company

Trust Operations Manager
The Haverford Trust Company

Affiliations & Memberships

Board Member
World Affairs Council of Philadelphia

Investment Committee Member
Council for Relationships

Member
CFA Society of Philadelphia

Member
CFA Institute

Our Team

David T. Moniz, CFA, CFP®

Portfolio Manager

Mr. David Moniz joined Haverford in 2007 and has more than 15 years of experience in financial services. As Portfolio Manager, Dave develops client relationships and manages investment portfolios.

Contact Information

610.995.8784

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

M.B.A., Pennsylvania State University

B.S., Pennsylvania State University

FINRA Series 7 and 66

Chartered Financial Analyst (CFA) designation

CERTIFIED FINANCIAL PLANNER™ professional

Previous Experience

Senior Investment Officer
The Haverford Trust Company

Trust Operations Manager
The Haverford Trust Company

Affiliations & Memberships

Board Member
World Affairs Council of Philadelphia

Investment Committee Member
Council for Relationships

Member
CFA Society of Philadelphia

Member
CFA Institute

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

David T. Moniz, CFA, CFP®

Portfolio Manager

Mr. David Moniz joined Haverford in 2007 and has more than 15 years of experience in financial services. As Portfolio Manager, Dave develops client relationships and manages investment portfolios.

Contact Information

610.995.8784

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

M.B.A., Pennsylvania State University

B.S., Pennsylvania State University

FINRA Series 7 and 66

Chartered Financial Analyst (CFA) designation

CERTIFIED FINANCIAL PLANNER™ professional

Previous Experience

Senior Investment Officer The Haverford Trust Company

Trust Operations Manager The Haverford Trust Company

Affiliations & Memberships

Board Member World Affairs Council of Philadelphia

Investment Committee Member Council for Relationships

Member CFA Society of Philadelphia

Member CFA Institute

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.

Senior Investment Officer
The Haverford Trust Company

Trust Operations Manager
The Haverford Trust Company

Board Member
World Affairs Council of Philadelphia

Investment Committee Member
Council for Relationships

Member
CFA Society of Philadelphia

Member
CFA Institute