Kimberly Southmayd

Kimberly Southmayd is a Senior Investment Officer at The Haverford Trust Company, based in Nether Providence Township, Pennsylvania. In her current role, she is responsible for maintaining and managing client advisory and trust portfolio accounts, with a strong emphasis on delivering high-quality service and building long-term client relationships. Her position includes oversight of multi-asset portfolios for both individuals and institutional clients, ensuring alignment with each client's specific investment objectives and risk profile.

Ms. Southmayd has been with Haverford Trust since 2006 and brings over a decade of investment industry experience to the firm. While her primary focus is on overall portfolio management and client advisory, she is involved with trust accounts and likely covers a spectrum of asset classes typically managed by high-net-worth and trust services—such as equities, fixed income, and mutual funds. Her expertise is further supported by direct client communication on security transfers and complex account servicing matters.

Kimberly holds a Bachelor of Science in Business Administration and Management from Widener University and completed additional business studies at Drexel University’s College of Business and Administration. Prior to joining Haverford, she served as Membership Coordinator at USA Swimming, which highlights her organizational and administrative expertise in addition to her financial acumen. Her career reflects a commitment to client service and fiduciary standards in private wealth and trust portfolio management.