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Laura Kirkpatrick
Vice President, Institutional Portfolio Manager at Haverford Trust Co.
About
Laura Kirkpatrick, CFA, serves as Vice President, Institutional Portfolio Manager at The Haverford Trust Company in Philadelphia, PA. In this role, she is responsible for developing and managing investment policies and customized portfolios for institutional clients, with particular expertise in advising nonprofit organizations to help them achieve their financial and organizational objectives.
Kirkpatrick's investment focus spans multi-asset class portfolio management, with significant experience in equities, fixed income, and alternative investments. She specializes in addressing the complex needs of nonprofits and foundations, including asset allocation, endowment management, and fiduciary oversight.
Prior to joining The Haverford Trust Company in 2022, Laura held key leadership roles at TIFF Investment Management as Director of Member Strategy and at Aberdeen Asset Management as Senior Consultant Relations Manager. She holds an MBA from Duke University’s Fuqua School of Business and a BA in Economics and German from Dickinson College, and she has earned the Chartered Financial Analyst (CFA) designation, reflecting her deep expertise and recognition in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Vice President, Institutional Portfolio Manager | Jul 2022 to Present | Responsible for institutional client portfolio management, advising on asset allocation, portfolio construction and investment policy development. Conduct investment reviews with clients, investment c... |
| TIFF Investment Management | Director, Member Strategy | Jun 2017 to Jul 2022 | — |
| Aberdeen Asset Management | Senior Consultant Relations Manager | Apr 2012 to May 2017 | — |
| Verdis Investment Management | Director, Investor Relations | Jan 2009 to Feb 2011 | — |
| DuPont Capital Management | Vice President, Institutional Sales, Consultant Relations and Client Service | Apr 2007 to Jan 2009 | — |
| Macquarie Group | Vice President, Consultant Relations | Feb 2005 to Apr 2007 | — |
| Brandywine Global Investment Management | Vice President, Manager, Marketing and Client Service | Nov 1996 to Feb 2005 | — |
| Morgan Stanley Investment Management | Marketing Associate | Sep 1994 to Nov 1996 | — |
| JP Morgan Securities | Global Fixed Income Sales Associate | Jul 1993 to Sep 1994 | — |
Education
Duke University - The Fuqua School of Business
MBA
1991 — 1993
Dickinson College
Bachelor of Arts - BA
Skills & Expertise
Others at Haverford Trust Co. (37)
| Name | Role | Location |
|---|---|---|
 | Investment Officer | Blue Bell, PA , United States |
 | Sr. Investment Officer | Wayne, PA , United States |
 | Investment Officer | Wayne, PA , United States |
C Christine Walker | Vice President and Portfolio Manager | Philadelphia, PA , United States |
C Connor Newlin | Investment Officer | Philadelphia, PA , United States |
D David Moniz | Vice President and Portfolio Manager | Wayne, PA , United States |
D Diane DePew | Investment Officer | United States |
 | Vice President and Portfolio Manager | Wayne, PA , United States |
 | Portfolio Manager | Wayne, PA , United States |
 | V.P., Portfolio Manager and Sr. Research Analyst | Wayne, PA , United States |
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