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Elissa Faraglia

Elissa Faraglia

Portfolio Manager at Haverford Trust Co.

Wayne, PA , United States

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

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyPortfolio ManagerJul 2024 to Present
The Haverford Trust CompanySenior Investment OfficerJul 2019 to Jul 2024
The Haverford Trust CompanyInvestment OfficerApr 2017 to Jul 2019
The Haverford Trust CompanyBusiness Development AssociateJul 2015 to May 2017
The Haverford Trust CompanyMarketing Project CoordinatorSep 2014 to Jul 2015
CMG Capital Management Group, Inc.Marketing CoordinatorJun 2012 to Sep 2014
CMG Capital Management Group, Inc.Client Services RepresentativeNov 2011 to Jun 2012
Beasley Broadcast GroupPromotions AssistantJan 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

Series 7
Marketing
Sales
Competitive Analysis
Email Marketing
CRM
Event Planning
Management
Social Networking
Advertising
Facebook
Radio
Social Media
Newsletters
Social Media Marketing
Salesforce.com

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
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