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Huy Nhu

Huy Nhu

Equity Research Associate at Haverford Trust Co.

Philadelphia, PA , United States

About

Huy Nhu is currently an Equity Research Associate at The Haverford Trust Company, based in Philadelphia, PA, where he is responsible for providing fundamental analysis and investment research to support the firm's Quality Investing equity strategies. His role involves evaluating public companies, constructing investment theses, and analyzing sector and industry trends to inform the portfolio management team. Huy's research primarily focuses on U.S. equities, with an emphasis on large- and mid-cap stocks within diversified sectors.

Prior to joining The Haverford Trust Company in 2021, Huy gained valuable experience as a Financial Analyst at Goldman Sachs and as an Investment Intern at Penn Mutual Asset Management, where he honed his analytical skills and developed expertise in financial statement analysis, valuation, and the broader asset management industry. Across these roles, he has acquired in-depth knowledge of investment management, risk analysis, and security selection processes.

Huy holds a degree from Drexel University, where his studies reinforced his expertise in finance and investment analysis. He is known for his disciplined, data-driven approach to equity research and his strong commitment to producing actionable insights for institutional investors at Haverford.

Career History

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyEquity Research AssociateJan 2021 to Present
• $14 billion AUM equity-focused buy-side fund
Goldman SachsFinancial AnalystJan 2020 to Jan 2021
• Private wealth management division
Penn Mutual Asset Management, LLCInvestment InternApr 2018 to Sep 2018
• $29 billion AUM fixed income buy-side fund

Education

Drexel University

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
Elissa Faraglia
Elissa Faraglia
Portfolio ManagerWayne, PA , United States
Jeffrey Bagley
Jeffrey Bagley
V.P., Portfolio Manager and Sr. Research AnalystWayne, PA , United States
Showing 1-10 of 37 team members

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