Leslie Wentz has extensive experience in the finance and investment sectors, currently serving as an Investment Officer at The Haverford Trust Company since January 2016, where responsibilities include portfolio management. Previously, Leslie held the role of Portfolio Assistant at the same company. Prior experience includes a Marketing Associate position at Fairview Financial Group, focusing on generating investor leads for hedge funds, and a Registered Sales Associate role at Merrill Lynch, with responsibilities in client management for high-net worth individuals. Additional experience includes positions as a Publicity Assistant at Sony Pictures Entertainment, an Administrative Assistant at The Blackstone Group, Fixed-Income Research Support at Fidelity Investments, and Fund Accountant at The Boston Company Asset Management, LLC. Leslie earned a Bachelor of Arts in Management and Economics from Pine Manor College.
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.