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Lindsey Pierce
Vice President and Portfolio Manager at Haverford Trust Co.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Vice President and Portfolio Manager | Jan 2022 to Present | — |
| Hawthorn, PNC Family Wealth | Senior Vice President and Senior Investment Advisor | Feb 2021 to Dec 2021 | — |
| Hawthorn, PNC Family Wealth | Vice President and Senior Investment Advisor | Feb 2020 to Feb 2021 | — |
| Hawthorn, PNC Family Wealth | Vice President and Investment Advisor | Feb 2018 to Feb 2020 | — |
| Hawthorn, PNC Family Wealth | Assistant Vice President and Investment Advisor | Feb 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 Wealth | Investment Advisor | Jan 2013 to Feb 2016 | — |
| Hawthorn, PNC Family Wealth | Associate Investment Advisor | Jun 2008 to Jan 2013 | — |
Education
Bucknell University
Bachelor’s Degree, Economics
2004 — 2008
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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