Len Castor, The Haverford Trust Company

Len M. Castor

Investment Performance Analyst

Mr. Len Castor joined Haverford in 2018. As an Investment Performance Analyst, Len is responsible for all aspects of performance analytics and client reporting. He maintains composites and manages annual regulatory audits. Len assists in the daily maintenance of client portfolios, account reconciliation, and trading execution. Len is also a key driver of Haverford Cares, our employee-led community engagement initiative, and Team DEI, which focuses on promoting diversity, equity and inclusion within the workplace.

Contact Information

Education

M.B.A., Liberty University

B.S., Pennsylvania State University

FINRA Series 7

Previous Experience

Trading Operations & Performance Specialist
The Haverford Trust Company

Performance Reporting Analyst
InvestEdge, Inc.

Performance Analyst
Bank of America Merrill Lynch