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About
Betty Tafel is a Senior Investment Officer at The Haverford Trust Company, based in Wayne, PA. She has held this role since 1992, bringing more than three decades of experience in the financial services industry, where she is responsible for managing client portfolios and implementing investment strategies tailored to clients' objectives.
Betty's expertise spans a broad range of asset classes, including equities, fixed income, and diversified investment portfolios. Her work focuses on long-term portfolio construction, risk management, and delivering personalized investment solutions for private clients, trusts, and institutional accounts, with an emphasis on high-quality securities and disciplined investment processes.
Throughout her career at Haverford, Betty has contributed to the company's reputation for prudent investment management and client service. While specific educational credentials are not publicly listed, her significant tenure and industry-recognized role highlight her deep expertise and commitment to the investment sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Senior Investment Officer | Unknown to Present | — |
| The Haverford Trust Company | Senior Investment Officer | Jan 1992 to Present | — |
Skills & Expertise
Others at Haverford Trust Co. (37)
| Name | Role | Location |
|---|---|---|
| Investment Officer | Blue Bell, PA , United States | |
| 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 |
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D David Rights | EVP, Director of Research | Clark Capital Management Group, Inc. | Fort Washington, PA , United States |