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Cynthia Zickel

Cynthia Zickel

Vice President and Portfolio Manager at Haverford Trust Co.

Wayne, PA , United States

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

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyVice President and Portfolio ManagerJan 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 CompanyVice President BankingApr 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 BankBanking OfficerJan 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

Mutual Funds
Portfolio Management
Retirement Planning
Financial Advisory
High Net Worth Individuals
Management
Accounting
Banking
Auditing
Asset Allocation
401k
Series 7
Wealth Management
Fixed Income
Equities
Communication
401(k) Retirement Savings Plans
Financial Analysis
Investment Advisory
Finance
Audits
Microsoft Office
Federal Reserve
Sales
Customer Service
Retail Banking

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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