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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Investment Officer | Oct 2022 to Present | — |
| The Haverford Trust Company | Shared Services Specialist | May 2020 to Oct 2022 | — |
| The Haverford Trust Company | Operations Intern | May 2019 to May 2020 | — |
| Elliott-Lewis Corporation | Accounting Intern | May 2018 to Aug 2018 | — |
| Fastenal Company | Sales Associate | May 2017 to Aug 2017 | — |
| The Union League of Philadelphia | Summer Highschool Associate | May 2015 to Sep 2016 | Worked full time in the Membership Department - Mailings - Member Relations |
| The Union League of Philadelphia | Weekend Concierge | Sep 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 Philadelphia | Summer Internship | Jun 2014 to Aug 2014 | Rotated through each department: Accounting, Banquets, Membership, Foundations, Catering, Engineering and The Inn |
| Philly Pretzel Factory | Festival Liason | Jan 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)
| Name | Role | Location |
|---|---|---|
| Sr. Investment Officer | Wayne, PA , United States | |
| Investment Officer | Wayne, PA , United States | |
C Christine Walker | Vice President and Portfolio Manager | Philadelphia, PA , United States |
C Connor Newlin | Investment Officer | Philadelphia, PA , United States |
D David Moniz | Vice President and Portfolio Manager | Wayne, PA , United States |
D Diane DePew | Investment Officer | United States |
| Vice President and Portfolio Manager | Wayne, PA , United States | |
| Portfolio Manager | Wayne, PA , United States | |
| V.P., Portfolio Manager and Sr. Research Analyst | Wayne, PA , United States | |
| Vice President and Portfolio Manager | Philadelphia, PA , United States |