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Connor Loftus

Connor Loftus

Investment Officer at Haverford Trust Co.

Berwyn, PA , United States

About

Connor Loftus serves as an Investment Officer at The Haverford Trust Company in Berwyn, PA, where he manages client advisory and trust portfolio accounts with an emphasis on portfolio strategy and implementation. His investment focus includes overseeing diversified portfolios across equities, fixed income, and multi-asset strategies for high-net-worth individuals and institutional clients.

Connor began his tenure at Haverford in 2024, initially supporting the investment team as a Shared Services Specialist before advancing to his current officer role. Prior to joining Haverford, he gained experience at PNC in the Capital Markets division, where he worked as a Summer Analyst, further developing his expertise in financial markets and asset allocation.

He holds a Bachelor of Business Administration in Finance, Economics, and History from the University of Notre Dame’s Mendoza College of Business, providing him with a strong analytical foundation in both quantitative and qualitative financial analysis. Connor is recognized for his client-centric approach and strong contributions to the development and maintenance of tailored investment strategies at Haverford.

Career History

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyInvestment OfficerOct 2025 to Present
The Haverford Trust CompanyShared Services SpecialistJun 2024 to Oct 2025
PNCSummer Analyst, C and IB Capital MarketsMay 2023 to Aug 2023
Greater West Chester Chamber of CommerceInternMay 2022 to Aug 2022
White Manor Country ClubTennis StaffMay 2021 to Aug 2022

Education

University of Notre Dame - Mendoza College of Business

Bachelor of Business Administration - BBA, Finance, Economics, History

2020 2024

Conestoga Senior High School

High School Diploma

2016 2020

Others at Haverford Trust Co. (37)

NameRoleLocation
Alex Hughes
Alex Hughes
Investment OfficerBlue Bell, PA , United States
Anita Zippert
Anita Zippert
Sr. Investment OfficerWayne, 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
Showing 1-10 of 37 team members

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