Our Team

Lisa Sweeney, The Haverford Trust Company

Lisa G. Sweeney

Investment Officer

Ms. Lisa Sweeney joined Haverford in 2017. As an Investment Officer, Lisa maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

610.995.8787

FINRA'S BROKERCHECK

Send an email

Certifications & Education

FINRA Series 7 and 66

Attended Chestnut Hill College and Immaculata University

Previous Experience

Registered Client Service Associate
UBS Financial Services

New Business Coordinator
Merrill Lynch-The Moran Group

Investment Officer
Rittenhouse Capital Management

Our Team

Lisa G. Sweeney

Investment Officer

Ms. Lisa Sweeney joined Haverford in 2017. As an Investment Officer, Lisa maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

610.995.8787

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

FINRA Series 7 and 66

Attended Chestnut Hill College and Immaculata University

Previous Experience

Registered Client Service Associate
UBS Financial Services

New Business Coordinator
Merrill Lynch-The Moran Group

Investment Officer
Rittenhouse Capital Management

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

Lisa G. Sweeney

Investment Officer

Ms. Lisa Sweeney joined Haverford in 2017. As an Investment Officer, Lisa maintains and manages client advisory and trust portfolio accounts with an emphasis on service and client relationships.

Contact Information

610.995.8787

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

FINRA Series 7 and 66

Attended Chestnut Hill College and Immaculata University

Previous Experience

Registered Client Service Associate UBS Financial Services

New Business Coordinator Merrill Lynch-The Moran Group

Investment Officer Rittenhouse Capital Management

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.

Registered Client Service Associate
UBS Financial Services

New Business Coordinator
Merrill Lynch-The Moran Group

Investment Officer
Rittenhouse Capital Management