About
Anita Zippert serves as Senior Investment Officer at The Haverford Trust Company in Wayne, PA, where she has been a key member of the investment team since 2001. In her current role, she oversees investment portfolio management and strategy development for high-net-worth clients, focusing on delivering tailored solutions that reflect Haverford’s quality-driven approach.
With over 35 years of experience in the financial services industry, Anita brings expertise in equity and fixed income portfolio construction, asset allocation, and wealth management for individuals and families. Her work at Haverford Trust includes managing diversified portfolios across multiple asset classes, with a commitment to long-term capital appreciation and client risk management.
Anita holds a Bachelor of Arts in Political Science and Government from the State University of New York at Albany. Her steady leadership and deep investment experience have contributed significantly to The Haverford Trust Company’s reputation for fiduciary excellence and trusted counsel in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Sr. Investment Officer | May 2001 to Present | — |
Education
State University of New York at Albany
Bachelor of Arts (B.A.), Political Science and Government
Skills & Expertise
Others at Haverford Trust Co. (37)
| Name | Role | Location |
|---|---|---|
| Investment Officer | Blue Bell, 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 |