Jeremy Levin

Jeremy Levin is Senior Investment Officer at The Haverford Trust Company, based in Wayne, Pennsylvania. In this role, he is responsible for maintaining and managing client advisory and trust portfolio accounts, providing investment guidance to individuals, families, and institutional clients. He specializes in portfolio management and wealth advisory, focusing on constructing and overseeing diversified investment portfolios tailored to client objectives.

Levin's investment expertise spans across equities, fixed income, and multi-asset strategies, with responsibility for monitoring asset allocation and risk within trust portfolios. Prior to joining Haverford in 2014, he served as a Private Banking Representative at Customers Bank, where he worked with high-net-worth clients on customized banking and investment solutions. Additionally, he taught as an Adjunct Professor at Cabrini University, sharing his experience in finance and business.

He holds a Master of Business Administration from Southeastern Oklahoma State University and a Bachelor of Business Administration from Temple University. Levin’s contributions include helping clients achieve their long-term financial goals and advancing best practices in portfolio construction, balancing growth and preservation within the fiduciary wealth management sector.