Brian Zoretic

Brian Zoretic is an Investment Officer at The Haverford Trust Company in Wayne, PA, where he is responsible for maintaining client advisory and trust portfolio accounts, focusing on high-quality service and client relationship management. His role centers on the stewardship of diversified investment portfolios, with an emphasis on both traditional equity and fixed income asset classes within the context of trust and wealth management for individual and institutional clients.

Previously, Brian worked as a Shared Services Specialist at The Haverford Trust Company, supporting internal operations and client service initiatives before advancing to his current investment position. Earlier in his career, he held customer service roles outside of finance, including at Starbucks, providing him with a strong client-focused skillset that underpins his approach to advisory and portfolio management.

Brian holds a Bachelor of Science degree in Economics from Penn State University, where he developed expertise in financial analysis and economic theory. While notable industry recognitions are not publicly disclosed, his rapid progression and client-focused track record at Haverford Trust underscore his growing reputation in trust portfolio management, particularly within equities and fixed income strategies.