Leslie Wentz

Leslie Wentz is an Investment Officer at The Haverford Trust Company in Philadelphia, PA, where she is responsible for maintaining and managing client advisory and trust portfolio accounts. Her role encompasses constructing and overseeing customized investment portfolios, with a focus on long-term wealth management for high-net-worth individuals and their families. She collaborates closely with clients to assess risk tolerances and develop comprehensive investment strategies aligned with their financial goals.

Wentz specializes in equity and fixed income asset classes, tailoring portfolios to client objectives using a disciplined and client-centric approach. While specific industry sector coverage is not detailed in publicly available sources, her work at Haverford emphasizes multi-asset class allocation, portfolio rebalancing, and compliance with fiduciary standards across client accounts.

Prior to her current position, Wentz served as a Portfolio Assistant at The Haverford Trust Company and as a Marketing Associate at Fairview Financial Group, contributing to her expertise in client service and portfolio administration. She holds a Bachelor of Arts in Management and Economics from Pine Manor College, underpinning her analytical skills and commitment to prudent investment stewardship.