About
Elissa Faraglia is a Portfolio Manager at The Haverford Trust Company, based in Wayne, PA, where she oversees multi-asset portfolios for private clients and institutions. In her current role, she is responsible for developing investment strategies, conducting research across public equities and fixed income, and implementing asset allocation decisions tailored to client objectives.
She has advanced through key investment roles within The Haverford Trust Company, having previously served as Senior Investment Officer and Investment Officer from 2017 to 2024. Her professional expertise centers on U.S. large-cap equities, high-grade fixed income, and customized portfolio management for high-net-worth individuals and endowments.
Elissa holds a bachelor’s degree in Communication from West Chester University of Pennsylvania and a minor in Spanish Language from Universitat d'Alacant / Universidad de Alicante. She is recognized within the regional finance community, including her board involvement with educational and community organizations, reflecting her leadership and expertise in the investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Portfolio Manager | Jul 2024 to Present | — |
| The Haverford Trust Company | Senior Investment Officer | Jul 2019 to Jul 2024 | — |
| The Haverford Trust Company | Investment Officer | Apr 2017 to Jul 2019 | — |
| The Haverford Trust Company | Business Development Associate | Jul 2015 to May 2017 | — |
| The Haverford Trust Company | Marketing Project Coordinator | Sep 2014 to Jul 2015 | — |
| CMG Capital Management Group, Inc. | Marketing Coordinator | Jun 2012 to Sep 2014 | — |
| CMG Capital Management Group, Inc. | Client Services Representative | Nov 2011 to Jun 2012 | — |
| Beasley Broadcast Group | Promotions Assistant | Jan 2011 to Dec 2011 | — |
Education
West Chester University of Pennsylvania
Bachelor's degree, Communication, General
2007 — 2011
Universitat d'Alacant / Universidad de Alicante
Minor, Spanish Language
2010 — 2010
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 |
D Diane DePew | Investment Officer | United States |
| Vice President and 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 |