Our Team

Jeremy Levin, The Haverford Trust Company

Jeremy A. Levin, ChFC®

Senior Investment Officer

Mr. Jeremy Levin joined Haverford in 2014. As a Senior Investment Officer, Jeremy maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

610.995.8752

FINRA’S BROKERCHECK

Certifications & Education

M.B.A., Southeastern Oklahoma State University

B.A., Temple University

Chartered Financial Consultant (ChFC®) designation

FINRA Series 6, 7 & 63

Previous Experience

Adjunct Professor
Cabrini University School of Business & Professional Studies

Investment Officer
The Haverford Trust Company

Private Banking Representative
Customers Bank

Licensed Personal Banker/Financial Services Representative
Citibank & Citigroup Global Markets

Personal Banker/Brokerage Associate
Wells Fargo Bank & Wells Fargo Advisors

Previous Affiliations

Advisory Board
Cabrini University School of Business & Professional Studies

Executive Board
The Impact Center