Brendan Tate

Investment Officer at The Haverford Trust Company

Brendan Tate is an experienced finance professional currently serving as an Investment Officer at The Haverford Trust Company since January 2022. Prior to this role, Brendan worked at J.P. Morgan as a Client Service Associate from December 2019 to December 2021, and at Global Exchange Payment Solutions as AP Outsourcing and Client Support from April 2015 to December 2019. Brendan holds a Bachelor of Science degree in Finance from West Chester University of Pennsylvania and graduated from Malvern Preparatory School.

Location

Philadelphia, United States

Links


Org chart

No direct reports

Teams


Offices


The Haverford Trust Company

The Haverford Trust Company is a financial institution. Their clients include individuals and families, institutions and institutional consultants, endowments, private foundations, employers, non-profit organizations, financial advisors, and more.


Industries

Employees

51-200

Links