David Moniz Cfa, Cfp®

David Moniz, CFA, CFP®, currently serves as a Portfolio Manager at The Haverford Trust Company, a position held since April 2007. In this role, David collaborates with investors to create tailored investment portfolios aligned with their goals and risk tolerance, conducting annual reviews to assess and adjust strategies as needed. Previously, David held roles as a Senior Investment Officer, Trust Operations Manager, and Trust Operations Specialist at the same firm, focusing on customized investment portfolios, leadership, operational support, and trade settlement processes. Before joining Haverford, David worked as a Credit Analyst at Yellowbook, where responsibilities included assessing credit risk and coordinating with departments to uphold corporate credit policies. David earned an MBA and a Bachelor's degree in Finance from Penn State University.