About
David Moniz is Vice President and Portfolio Manager at The Haverford Trust Company in Wayne, PA, where he manages investment portfolios and develops client relationships. With over 15 years in financial services, he brings seasoned expertise in customized portfolio management for high-net-worth individuals, non-profits, and institutional clients. Moniz holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ (CFP®) designations, reflecting his commitment to rigorous industry standards.
Moniz's remit spans a broad range of asset classes, with a particular focus on high-quality equities and fixed income investments, as is typical at Haverford Trust. Throughout his career at the firm, he has advanced through roles including Senior Investment Officer and Trust Operations Manager, further deepening his operational and analytical skill set. He frequently collaborates with clients to design investment strategies tailored to their unique objectives and risk tolerances.
He earned both his MBA and bachelor's degree in Finance from Penn State University, cementing a strong academic foundation for his financial career. Aside from portfolio management, Moniz contributes to the broader community as a board member for the World Affairs Council of Philadelphia and serves on the investment committee of the Council for Relationships. His professional memberships include the CFA Society of Philadelphia and the CFA Institute, underscoring his active engagement in the investment management profession.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Vice President and Portfolio Manager | Jun 2021 to Present | I work closely with investors to construct an investment portfolio designed to meet their investment goals and risk tolerance. I meet with my investment clients at least annually to review their portf... |
| The Haverford Trust Company | Senior Investment Officer | Jan 2015 to Jun 2021 | Construct customized investment portfolios for clients in accordance to their stated goals & objectives. Periodically meet with clients to reconfirm goals, review performance results, and provide guid... |
| The Haverford Trust Company | Trust Operations Manager | Dec 2012 to Jan 2015 | Demonstrate leadership by providing support, systems training, and financial industry knowledge to the operations team Collaborate with internal and external auditors to maintain internal controls and... |
| The Haverford Trust Company | Trust Operations Specialist | Apr 2007 to Dec 2012 | Prepare and finalize equity, fixed income, derivative, and mutual fund trade settlements Research and resolve trade settlement issues and asset out of balances Purchasing and redeeming proprietary CD'... |
| Yellowbook | Credit Analyst | Feb 2006 to Apr 2007 | Compile credit reports, financial data, and other information on potential customers in order to calculate credit risk Based on the credit risk assessment, decide on fair credit terms that would both ... |
Education
Penn State University
Master of Business Administration (MBA)
2008 — 2011
Penn State University
Bachelor's degree, Finance, General
2000 — 2005
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 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 |
 | Vice President and Portfolio Manager | Philadelphia, PA , United States |