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David Peppard
Vice President and Portfolio Manager at Haverford Trust Co.
About
David Peppard is Vice President and Portfolio Manager at The Haverford Trust Company, based in the Greater Philadelphia area. In this capacity, he develops and maintains client and advisor relationships, manages individualized investment portfolios, and participates actively in the firm's Portfolio Review Committee, helping guide asset allocation and strategy decisions for both individuals and institutional investors.
Peppard’s investment expertise spans high net worth individuals and institutional accounts, with a particular emphasis on managing equity and fixed income portfolios. He has a focus on delivering quality, risk-aware investment solutions tailored to client objectives, though the specific sectors or industries he covers are not explicitly listed in publicly available sources.
He holds a Bachelor of Science in Business Administration from the University of Delaware and has been recognized as an emerging leader in Philadelphia’s investment community, including selection for the "40 Under 40" by the Philadelphia Business Journal. With over a decade of experience at Haverford Trust, he has established himself as a trusted advisor and manager, known for his commitment to client service and investment best practices.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Vice President and Portfolio Manager | Oct 2013 to Present | • Manage a growing list of high-value clients at The Haverford Trust Company, contributing to the company's reputation and growth. • Developed effective financial strategies by translating real-world ... |
Education
University of Delaware
Bachelor of Science, Business Administration
2001 — 2005
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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