Thomas J. Lynch
Vice President and Portfolio Manager at Haverford Trust Company
- Role
- Vice President and Portfolio Manager at The Haverford Trust Company
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Thomas J. Lynch
Vice President and Portfolio Manager, he has been with Haverford since As a Portfolio Manager, Tom develops client relationships, manages investment portfolios and participates on the Investment Selection Committee. He is actively involved both personally and professionally with non-profits around the region, working on capital campaigns and institutional development activities, and partnering to help charitable organizations achieve the financial security they need to complete their missions.
Experience
Vice President and Portfolio Manager
Mar 2000 — Present
Presenting the investment philosophy, the successful process and the extraordinary people of The Haverford Trust Company to successful men and women and their families, non-profit organizations and foundations.
Skills
- Uniform Combined State Law
- Series 7
- Organization Skills
- Customer Service
- Mutual Funds
- Asset Allocation
- Investments
- Private Wealth Management
- Series 63
- Securities
- Nonprofits
- Financial Services
- Mergers & Acquisitions
- Finance
- Asset Management
- Financial Planning
- Business Development
- Wealth Management
- Financial Analysis
- Alternative Investments
- Hedge Funds
- Portfolio Management
- Customer Relations
- Relationship Management
- Management
- Investment Advisory
- Interpersonal Communication
- Non-Profits
- Equities
- Strategic Financial Planning
- Strategic Planning
- Investment Management
- High Net Worth Individuals
- Financial Markets
- Wealth Management Services
- Fixed Income
- Fundraising
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