Maxine Cuffe, The Haverford Trust Company

Maxine Cuffe, CFA

Vice President & Director of Global Strategies

Ms. Maxine Cuffe joined Haverford in 2016. Maxine has worked in investment research for more than 20 years, across multiple asset classes and geographic regions. As Director of Global Strategies, she leads Haverford’s Global Strategy Committee, which is responsible for utilizing fundamental, quantitative, and qualitative research to inform strategic asset allocation decisions. She also conducts fundamental equity research, developing customized investment strategies and solutions for client portfolios. Maxine is a voting member of the firm’s Investment Selection Committee.

Contact Information

610.995.8716

Certifications & Education

Bachelor of Commerce in Finance, University of British Columbia

Fellow of the Portfolio Management Foundation, University of British Columbia

Chartered Financial Analyst (CFA) designation

Previous Experience

Senior Research Analyst
The Haverford Trust Company

Investment Manager, European Real Estate
Aberdeen Asset Management, Edinburgh, UK

Investment Manager, Real Estate Research & Strategy
Scottish Widows Investment Partnership, Edinburgh, UK

Investment Manager, Emerging Market Equities
Columbia Threadneedle Investments, London

Investment Manager, Asian Equities
HSBC Global Asset Management, Hong Kong

Analyst, US Equity Research
HSBC Global Asset Management, New York

Affiliations & Memberships

Member
CFA Society of Philadelphia

Member
CFA Institute

Board Member & Chair of Investment Committee
Fund for Women and Girls

Board Member 
World Affairs Council of Philadelphia