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About
Cynthia Zickel is Vice President and Portfolio Manager at The Haverford Trust Company in Wayne, PA, where she oversees investment portfolios, primarily for high net worth individuals. Her responsibilities include portfolio construction, asset allocation strategy, and ongoing client relationship management. She plays a key role in developing tailored investment solutions, using her expertise in equity and fixed income sectors.
With over four decades of financial industry experience, Cynthia began her career as a Banking Officer at The Philadelphia National Bank before serving as Vice President Banking at The Rittenhouse Trust Company. She has devoted more than twenty-five years to The Haverford Trust Company, leveraging her deep knowledge of banking and investment management to deliver high-quality client service.
Cynthia holds a B.S. in Finance from La Salle University, is a CERTIFIED FINANCIAL PLANNER™ professional, and has completed additional credentials at The American College. She is recognized for her strategic approach to wealth management, contributions to investment education, and commitment to client-focused portfolio management across diversified asset classes—including U.S. equities, fixed income, and multi-asset solutions for affluent clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Vice President and Portfolio Manager | Jan 1997 to Present | Managing relationships and investment portfolios for high net worth individuals, endowments, non-profits and tax-advantaged accounts. Conduct new business presentations, client performance review meet... |
| The Rittenhouse Trust Company | Vice President Banking | Apr 1987 to Jan 1997 | Created, designed and managed commercial banking operation for de nouveau bank. Managed loan portfolio from start-up to $175 million. Managed Bank's $100 million investment portfolio. Coordinated Fe... |
| The Philadelphia National Bank | Banking Officer | Jan 1980 to Jan 1987 | Main Office: Broad & Chestnut Streets |
Education
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC.
La Salle University
B.S., Finance
The American College
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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