John D'Anna

John D'Anna serves as Vice President and Portfolio Manager at The Haverford Trust Company in Philadelphia, PA, where he is responsible for developing client and advisor relationships and managing investment portfolios. In this role, John focuses on delivering personalized investment management, overseeing portfolio construction, and integrating tailored solutions for high-net-worth individuals and institutional clients.

He has significant experience across asset allocation, multi-asset strategies, and wealth management, with a particular emphasis on equities, fixed income, and alternative investments within diversified portfolios. Prior to joining Haverford in 2025, John held leadership roles at Hirtle, Callaghan & Co., including Director and Head of Client Services, further strengthening his expertise in portfolio management and client advisory work.

John holds a Bachelor of Science degree from Susquehanna University and an Executive MBA from Cornell University's Johnson Graduate School of Management. He is a Certified Financial Planner™ professional and holds FINRA Series 65 and Series 3 licenses. Beyond his technical credentials, John serves as a board member for the Philadelphia Outward Bound School and the Sigmund Weis School of Business, reflecting his commitment to both professional excellence and community engagement.