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David Peppard

David Peppard

Vice President and Portfolio Manager at Haverford Trust Co.

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyVice President and Portfolio ManagerOct 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)

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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