Zachary Kaeser

Zachary Kaeser, CTOP

Senior Equity Trader & Operations Officer

Mr. Zachary Kaeser joined Haverford in 2014. As a Senior Equity Trader & Operations Officer, Zach handles all equity trading for Haverford Trust & our clients, mutual fund trade processing, trade cost analysis, and maintains relationships with our trusted trading partners.  In addition, Zach assists in the daily maintenance of client portfolios, which includes account onboarding, reconciliation, and problem resolution.

Contact Information

610.995.8765

Certifications & Education

B.A., Saint Joseph’s University

FINRA Series 7 and 66

Certified Trust Operations ProfessionalTM

Previous Experience

Custody Operations Officer
The Haverford Trust Company