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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Investment Officer | Oct 2025 to Present | — |
| The Haverford Trust Company | Shared Services Specialist | Jun 2024 to Oct 2025 | — |
| PNC | Summer Analyst, C and IB Capital Markets | May 2023 to Aug 2023 | — |
| Greater West Chester Chamber of Commerce | Intern | May 2022 to Aug 2022 | — |
| White Manor Country Club | Tennis Staff | May 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)
| 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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