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Alex Hughes

Alex Hughes

Investment Officer at Haverford Trust Co.

Blue Bell, PA , United States

About

Alex Hughes is currently an Investment Officer at The Haverford Trust Company, based in Blue Bell, PA. In this role, he manages client advisory and trust portfolio accounts, focusing on personalized investment strategies for individuals and families. His responsibilities include maintaining client relationships and ensuring portfolios align with Haverford’s quality investing philosophy.

Alex specializes in advisory and trust services, with an emphasis on portfolio management across equities and fixed income. He works directly with clients to develop tailored solutions, primarily serving high-net-worth individuals, family trusts, and estate management accounts within the firm’s private wealth sector.

Alex began his career at Haverford as an Operations Intern, then advanced to Shared Services Specialist before becoming Investment Officer. He holds a Bachelor’s Degree in Business Administration, Management and Operations from Temple University, strengthening his expertise in investment operations and client service. His contributions include supporting Haverford’s reputation for client-centric trust management and precise portfolio oversight.

Career History

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyInvestment OfficerOct 2022 to Present
The Haverford Trust CompanyShared Services SpecialistMay 2020 to Oct 2022
The Haverford Trust CompanyOperations InternMay 2019 to May 2020
Elliott-Lewis CorporationAccounting InternMay 2018 to Aug 2018
Fastenal CompanySales AssociateMay 2017 to Aug 2017
The Union League of PhiladelphiaSummer Highschool AssociateMay 2015 to Sep 2016
Worked full time in the Membership Department - Mailings - Member Relations
The Union League of PhiladelphiaWeekend ConciergeSep 2015 to May 2016
Guest Relations - Answer all inquiries - Reservations for Events and Dining - Assist guests with Activities in the City
The Union League of PhiladelphiaSummer InternshipJun 2014 to Aug 2014
Rotated through each department: Accounting, Banquets, Membership, Foundations, Catering, Engineering and The Inn
Philly Pretzel FactoryFestival LiasonJan 2013 to Oct 2013
Greeted and interacted with clients Stocked all areas necessary for festivals

Education

Temple University

Bachelor’s Degree, Business Administration, Management and Operations

2016 2020

LaSalle College High School

High School

2012 2016

Others at Haverford Trust Co. (37)

NameRoleLocation
Anita Zippert
Anita Zippert
Sr. Investment OfficerWayne, PA , United States
Brian Zoretic
Brian Zoretic
Investment OfficerWayne, PA , United States
C
Christine Walker
Vice President and Portfolio ManagerPhiladelphia, PA , United States
C
Connor Newlin
Investment OfficerPhiladelphia, PA , United States
D
David Moniz
Vice President and Portfolio ManagerWayne, PA , United States
D
Diane DePew
Investment OfficerUnited States
Eileen Chambers
Eileen Chambers
Vice President and Portfolio ManagerWayne, PA , United States
Elissa Faraglia
Elissa Faraglia
Portfolio ManagerWayne, PA , United States
Jeffrey Bagley
Jeffrey Bagley
V.P., Portfolio Manager and Sr. Research AnalystWayne, PA , United States
John D'Anna
John D'Anna
Vice President and Portfolio ManagerPhiladelphia, PA , United States
Showing 1-10 of 37 team members