Maria Crane

Maria Crane is an Investment Officer at The Haverford Trust Company, where she manages client advisory and trust portfolio accounts with a particular emphasis on personalized investment management and portfolio oversight. Based in Philadelphia, she rejoined Haverford in 2018 and currently focuses on advising high-net-worth individuals, families, and institutional clients, ensuring their portfolios align with investment objectives and fiduciary standards. Her role centers on asset allocation, portfolio construction, and ongoing client communication, serving as a key point of contact for trust and investment accounts.

Maria's investment expertise spans sectors including equities, fixed income, and diversified multi-asset portfolios, with additional attention to estate and retirement planning consistent with her advisory responsibilities. She leverages her extensive background in compliance and client service—gained from prior roles as a Compliance Analyst at Haverford Trust and a Client Service Associate in Credit Union-Investor Services—to ensure regulatory adherence and exceptional client outcomes.

Holding the Chartered Financial Consultant designation from The American College, Maria also earned an MBA in Investments and Securities from Drexel University and a BA in Economics from Ursinus College. Her educational background supports her proficiency in financial planning, taxation, insurance, and retirement strategies, contributing meaningfully to the firm's investment process. Maria is recognized for her dedication to integrity, client advocacy, and a holistic approach to wealth management.