The Haverford Trust Company
Charlie M. is currently a Portfolio Operations and Trading Specialist at The Haverford Trust Company since April 2023. Prior to this role, Charlie served as a Brokerage Investment Professional at Vanguard from May 2022 to April 2023. Previously, Charlie gained experience as a Sales Intern at DLL during the summer of 2021. Charlie holds a degree in Corporate Finance from the Isenberg School of Management at UMass Amherst, where studies were completed between 2018 and 2022.
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.