Lydia Holiat

Lydia Holiat is Vice President and Portfolio Manager at The Haverford Trust Company, based in Wayne, Pennsylvania. She leads portfolio management strategies for high-net-worth individuals and institutional clients, focusing on delivering customized investment solutions. Her responsibilities include asset allocation, security selection, and client relationship management within the firm’s disciplined investment process.

Ms. Holiat has more than 20 years of experience in finance and investment management, having joined Haverford in 2011. She specializes in equities and fixed income, with particular expertise in growth-oriented stocks, wealth preservation, and multi-asset portfolios. Her leadership and commitment to client service have been recognized within the industry, including honors such as the Women of Distinction award by the Philadelphia Business Journal.

She holds an Executive MBA from Villanova University and a Bachelor of Science in Finance and Marketing from Lehigh University. Lydia Holiat is also credentialed as a Certified Exit Planning Advisor (CEPA), reflecting her advisory expertise for business owners and families navigating complex financial decisions. Her substantial contributions extend across financial planning, portfolio management, and supporting the growth and stability of client assets.