Haverford Financial Services Inc

Haverford Financial Services Inc, also known as HAVERFORD FINANCIAL SERVICES, INC is a Pennsylvania Corporation with 45 employees, 23 of whom are advisors, and serves 2 clients. As last reported by the SEC, the firm is listed as approved with a registration date of Feb 12, 2004.

• BINNEY HOLDEN CONNELL WIETLISBACH

  EXECUTIVE VICE PRESIDENT, SECRETARY & DIRECTOR owns less than 5%

• DREXEL MORGAN & CO.

  PARENT COMPANY owns 75% or more

• GEORGE WASHINGTON CONNELL

  INDIRECT OWNER AND DIRECTOR owns less than 5%

• HENRY BELIN SMITH

  CO-CHIEF INVESTMENT OFFICER owns less than 5%

• JOHN SHELDON SUPPLEE

  CHIEF OPERATING OFFICER owns less than 5%

• JOSEPH JAMES MCLAUGHLIN

  CHAIRMAN, CEO, PRESIDENT & DIRECTOR owns less than 5%

• MARIEELENA V NESS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PAUL STUART ROVNER

  CHIEF FINANCIAL OFFICER & TREASURER owns less than 5%

• TIMOTHY ANDREW HOYLE

  CO-CHIEF INVESTMENT OFFICER owns less than 5%

• GEORGE WASHINGTON CONNELL

  OWNER owns 75% or more

• THE HAVERFORD TRUST COMPANY
  United States

• Emstone Advisers LLC
• Stoneridge PMG Advisors LLC
• Kades Financial Inc
• Drexel Morgan & Co
• Milestone Partners Management Co LP
• Peakequity Partners Management Co LP
• Drexel Morgan Capital Advisers Inc
• Kades & Cheifetz LLC
• TIFF Advisory Services Inc
• TIFF Endowment Asset Management LLC

• The Q3 2022 vs. Q4 2022 13F Holdings Report: Haverford Financial Services’ Portfolio Changes in Detail

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