Security National Trust Company
Hal Lavin is a seasoned finance professional currently serving as Senior Vice President and Senior Investment Officer at Security National Trust Company since October 2020, based in downtown Lancaster. Prior to this role, Hal served as Vice President and Portfolio Manager at Orrstown Bank from May 2016 to September 2020, focusing on investment strategies, asset allocations, and portfolio management. Hal's extensive experience also includes serving as Vice President for the Investment Services Group at National Penn from March 2005 to May 2016, where responsibilities included managing personal client portfolios and overseeing equity strategies. Earlier positions include work at Wachovia Bank and Continental Bank in the trust investment departments. Hal holds an MBA in Finance from Saint Joseph's University and a BA from the University of Pittsburgh.
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Security National Trust Company
Founded in 2000, Security National Trust is a Federally Chartered Independent Trust Company providing financial services to clients from our offices in Wheeling, WV, Huntington, WV, and Lancaster, PA. As fiduciaries and trust professionals, we partner with clients and their families to offer top-notch support for their investment and wealth management strategies. Whether looking for a tax-savvy generational wealth transition approach, charitable planning advice, endowment services, or support for looking after treasured family properties, our team is with you every step of the way.