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Phil Karanicolas

Performance Analyst at The Haverford Trust Company

Phil Karanicolas is a seasoned performance analyst with extensive experience in financial services, currently serving as a Performance Analyst at The Haverford Trust Company since May 2022. Prior to this role, Phil held various positions, including Team Lead at InvestEdge, Inc., and Performance Analyst at Janney Montgomery Scott, where responsibilities encompassed analysis, calculation, and reporting for composites, portfolios, and benchmarks. Phil's career began at Nuveen Investments, where advancement from Portfolio Accountant to AVP of Performance Measurement showcased expertise in performance analysis, data operations, GIPS compliance coordination, and software implementation, resulting in significant cost savings and productivity improvements. Phil holds a Bachelor's Degree from the Fox School of Business at Temple University, earned between 1983 and 1988.

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