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About
Mary Sutphen is Vice President and Portfolio Manager at The Haverford Trust Company in Philadelphia, PA, where she is responsible for developing client and advisor relationships and managing investment portfolios. With nearly 20 years of experience in the financial services industry, she focuses on crafting tailored investment solutions for high-net-worth individuals and institutional clients as part of Haverford’s wealth management team.
Her portfolio management responsibilities span a broad range of asset classes, including equities and fixed income, in line with Haverford Trust’s emphasis on quality investments and client-centric strategies. She is actively involved in investment decision-making and portfolio construction, aligning clients’ financial goals with diversified, risk-managed portfolios.
Prior to her current role, Mary held positions of increasing responsibility at Haverford, including Senior Investment Officer and Investment Officer. She holds a Bachelor of Science degree from Saint Joseph's University and is a Certified Financial Planner™ professional. Mary is also a member of the Philadelphia Estate Planning Council and contributes to various philanthropic initiatives in the region.
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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