Ms. Halie O’Shea joined Haverford in 2017 and has been an equity analyst for more than 20 years. As Director of Research, Halie leads the daily operations of the firm’s Research Team, responsible for providing the fundamental, quantitative, and qualitative research used in constructing equity portfolios. She also creates and analyzes client-specific research and works with the firm’s portfolio managers to develop customized investment solutions. Halie is also a voting member of the Investment Selection Committee.