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Anita Zippert

Anita Zippert

Sr. Investment Officer at Haverford Trust Co.

Wayne, PA , United States

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

OrganizationRoleDate RangeDetails
The Haverford Trust CompanySr. Investment OfficerMay 2001 to Present

Education

State University of New York at Albany

Bachelor of Arts (B.A.), Political Science and Government

Skills & Expertise

Emerging Markets
Investment Management
Equities
Microfinance

Others at Haverford Trust Co. (37)

NameRoleLocation
Alex Hughes
Alex Hughes
Investment OfficerBlue Bell, 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