Connor Newlin

Connor Newlin is an Investment Officer at The Haverford Trust Company in Philadelphia, where he maintains client advisory and trust portfolio accounts with a key focus on delivering high-touch service and tailored portfolio solutions. He plays an integral role in managing and overseeing investment strategies, supporting The Haverford Trust Company's emphasis on quality investing and client-centric wealth management.

Connor’s expertise spans multi-asset portfolios, with responsibilities covering both equities and fixed income as part of the firm's disciplined risk management and capital preservation approach. Within his role, he serves a diverse client base, including high-net-worth individuals and institutional investors, aligning investments with long-term financial goals and The Haverford Trust Company’s core philosophy of quality investing.

Connor began his career as a Mutual Fund Control Analyst at SEI, developing strong analytical and operational skills, before joining Haverford Trust in 2019. He holds a bachelor's degree in Finance and Economics from Ursinus College, underpinning his depth of knowledge in market analysis, portfolio construction, and client advisory services.