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About
Mary Hanna is a Portfolio Manager at The Haverford Trust Company based in Bryn Mawr, PA, where she oversees the management of client investment portfolios. With over a decade at Haverford, she has advanced through roles including Senior Investment Officer and Investment Officer, directly shaping portfolio strategies to align with client objectives and risk tolerances.
Her expertise spans equity and fixed income asset classes, and she is involved in developing tailored investment solutions for high-net-worth individuals and institutional clients. Mary brings a detailed analytical approach to securities selection and sector allocation, supporting the firm’s reputation for prudent, long-term asset management.
Mary holds a Bachelor of Science in Psychology from Saint Joseph's University and is an alumna of The Shipley School. She is recognized among peers for her commitment to client service and her contributions to disciplined investment processes at The Haverford Trust Company.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Portfolio Manager | Jul 2019 to Present | — |
| The Haverford Trust Company | Senior Investment Officer | Jul 2016 to Jun 2019 | — |
| The Haverford Trust Company | Investment Officer | Jun 2011 to Jun 2016 | — |
| SEI | Analyst | Jul 2008 to Jun 2011 | — |
Education
Saint Joseph's University
Bachelor of Science (BS), Psychology
2003 — 2008
The Shipley School
1989 — 2002
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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