Terrance Rebello, The Haverford Trust Company

Terrance Rebello, CFA, CIPM

Senior Research Analyst

Mr. Terrance Rebello joined Haverford in 2021 with more than 17 years of experience in the finance industry. As a Senior Research Analyst, Terrance contributes to the investment selection process, serves on the Global Allocation Team, and performs due diligence on investment managers including alternatives. He also tracks and reports on sector and manager specific research, and contributes to Haverford’s economic, market, and investment commentaries.

Contact Information

+1 484.253.6342

Certifications & Education

B.B.A, University of Wisconsin-Madison

Chartered Financial Analyst (CFA) designation

Certificate in Investment Performance Measurement (CIPM) designation

Previous Experience

Portfolio Manager
Drexel Morgan Capital Advisors

Middle Office Analyst
Morgan Stanley Investment Management

Fixed Income Associate
Morgan Stanley Investment Management