David Wietlisbach

David Wietlisbach is a Portfolio Manager at The Haverford Trust Company in Philadelphia, PA, where he is responsible for developing client and advisor relationships and managing investment portfolios. His role involves overseeing tailored investment strategies for individuals and institutions, leveraging Haverford’s disciplined approach with a primary focus on high-quality equities—particularly large-cap, dividend-paying stocks—and actively managed fixed income assets including both taxable and municipal bonds.

Prior to joining Haverford in 2024, Mr. Wietlisbach worked as an Investment Banking Associate at Evercore from 2021 to 2024, and gained additional experience as an Investment Banking Summer Associate at Evercore in 2020. Through these roles, he built strong expertise in corporate finance, transaction structuring, and financial analysis within sectors such as consumer, industrials, and technology.

David holds an MBA in Corporate Finance & Accounting from Georgetown University's McDonough School of Business and a Bachelor of Applied Science in Finance from Xavier University, complemented by preparatory studies at Malvern Preparatory School. His analytical skills and sector knowledge position him to deliver data-driven investment solutions and support Haverford’s commitment to quality asset management.