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Lindsey Pierce

Vice President and Portfolio Manager at Haverford Trust Co.

Philadelphia, PA , United States

About

Lindsey Pierce is Vice President and Portfolio Manager at The Haverford Trust Company, based in Philadelphia, PA, where she is responsible for developing client and advisor relationships and managing diversified investment portfolios. Lindsey specializes in alternative investments and asset allocation strategies, with a particular focus on tailoring solutions for high-net-worth individuals and families. Her expertise spans portfolio construction and risk management across multiple asset classes, including equities, fixed income, and alternative investments.

Prior to joining Haverford Trust in 2022, Lindsey held senior investment roles at Hawthorn, PNC Family Wealth, where she served as Senior Vice President and Senior Investment Advisor and previously as Vice President and Senior Investment Advisor, advising ultra-high-net-worth clients on customized portfolio strategies. She has been recognized for her commitment to client service and collaborative approach to investment management.

Lindsey earned her bachelor’s degree in Economics from Bucknell University and holds the Chartered Financial Analyst (CFA) designation, underscoring her deep knowledge of the investment landscape and commitment to professional standards. She is regarded in the industry for her expertise in alternative asset allocation, investment policy development, and holistic wealth management for individuals and families.

Career History

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyVice President and Portfolio ManagerJan 2022 to Present
Hawthorn, PNC Family WealthSenior Vice President and Senior Investment AdvisorFeb 2021 to Dec 2021
Hawthorn, PNC Family WealthVice President and Senior Investment AdvisorFeb 2020 to Feb 2021
Hawthorn, PNC Family WealthVice President and Investment AdvisorFeb 2018 to Feb 2020
Hawthorn, PNC Family WealthAssistant Vice President and Investment AdvisorFeb 2016 to Feb 2018
In collaboration with Hawthorn clients and other advisors, I establish investment objectives and risk parameters to develop customized Investment Policy Statements. Further, I construct and actively m...
Hawthorn, PNC Family WealthInvestment AdvisorJan 2013 to Feb 2016
Hawthorn, PNC Family WealthAssociate Investment AdvisorJun 2008 to Jan 2013

Education

Bucknell University

Bachelor’s Degree, Economics

2004 2008

Others at Haverford Trust Co. (37)

NameRoleLocation
Alex Hughes
Alex Hughes
Investment OfficerBlue Bell, PA , United States
Anita Zippert
Anita Zippert
Sr. Investment OfficerWayne, PA , United States
Brian Zoretic
Brian Zoretic
Investment OfficerWayne, PA , United States
C
Christine Walker
Vice President and Portfolio ManagerPhiladelphia, PA , United States
C
Connor Newlin
Investment OfficerPhiladelphia, PA , United States
D
David Moniz
Vice President and Portfolio ManagerWayne, PA , United States
D
Diane DePew
Investment OfficerUnited States
Eileen Chambers
Eileen Chambers
Vice President and Portfolio ManagerWayne, PA , United States
Elissa Faraglia
Elissa Faraglia
Portfolio ManagerWayne, PA , United States
Jeffrey Bagley
Jeffrey Bagley
V.P., Portfolio Manager and Sr. Research AnalystWayne, PA , United States
Showing 1-10 of 37 team members

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