Key facts
- Status: Privately Held (no backing).
Leadership
- Carolyn BresciaInvestment Officer
- Christine Walker NerneyVice President & Portfolio Manager
- Cynthia ZickelVice President & Portfolio Manager
- Dan GeraghtyVice President & Portfolio Manager
- ·Watchlist + deal alerts for The Haverford Trust Company
- ·The full record, as it builds
Funding rounds
No funding rounds for The Haverford Trust Company are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About The Haverford Trust Company
The Haverford Trust Company is an investment advisor based in Radnor, Philadelphia. Established in 1979, Haverford serves a variety of clients Individuals and Families, Institutions & Institutional Consultants, Endowments, Private Foundations, Employee Benefit Plans, Non-Profit Organizations, and Trusts and Estates. The assets are managed by the executive management team.
- Sector
- Business Products and Services (B2B)
- HQ
- Radnor, PA, United States
- Employees
- 169
- Website
- haverfordquality.com/
- Ownership
- Privately Held (no backing)
The Haverford Trust Company doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in The Haverford Trust Company shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on The Haverford Trust Company in its N-PORT filings yet. We sweep new filings monthly.