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Diane DePew

Investment Officer at Haverford Trust Co.

United States

About

Diane DePew is an Investment Officer at The Haverford Trust Company, where she is responsible for managing client investment portfolios and supporting the firm's investment strategy. Her current role includes overseeing portfolio allocations, conducting research on asset classes, and ensuring that client objectives are met through targeted investment solutions. Diane's expertise encompasses equities and fixed income markets, reflecting The Haverford Trust Company's focus on wealth management and tailored investment strategies.

Diane began her career at The Haverford Trust Company as a Portfolio Assistant before advancing to her current position as Investment Officer, building deep knowledge of portfolio administration and investment operations since 2016. Her work involves close collaboration with senior investment professionals, contributing to the firm's research process and portfolio construction. She has gained recognition for her effective client service and strong analytical capabilities.

Diane holds a degree from Kutztown University of Pennsylvania, where she developed her foundational skills in finance and investment analysis. Her background and ongoing commitment to professional growth allow her to deliver thoughtful advice and rigorous investment management for clients in sectors including core equities, fixed income, and discretionary portfolio strategies.

Career History

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyInvestment OfficerMar 2016 to Present
The Haverford Trust CompanyPortfolio AssistantMar 2016 to Present

Education

Kutztown University of Pennsylvania

Skills & Expertise

Asset Management
Securities
Equities
Portfolio Management
Mutual Funds
Financial Services
Customer Service
Investments
Risk Management

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
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
John D'Anna
John D'Anna
Vice President and Portfolio ManagerPhiladelphia, PA , United States
Showing 1-10 of 37 team members