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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Investment Officer | Mar 2016 to Present | — |
| The Haverford Trust Company | Portfolio Assistant | Mar 2016 to Present | — |
Education
Kutztown University of Pennsylvania
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 David Moniz | Vice President and Portfolio Manager | Wayne, PA , 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 |