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Mary Sutphen

Portfolio Manager at Haverford Trust Co.

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyPortfolio ManagerJul 2019 to Present
The Haverford Trust CompanySenior Investment OfficerJul 2016 to Jun 2019
The Haverford Trust CompanyInvestment OfficerJun 2011 to Jun 2016
SEIAnalystJul 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)

NameRoleLocation
Alex Hughes
Alex Hughes
Investment OfficerBlue Bell, PA , United States
Anita Zippert
Anita Zippert
Sr. Investment OfficerWayne, PA , United States
Brian Zoretic
Brian Zoretic
Investment OfficerWayne, PA , United States
C
Christine Walker
Vice President and Portfolio ManagerPhiladelphia, PA , United States
C
Connor Newlin
Investment OfficerPhiladelphia, PA , United States
D
David Moniz
Vice President and Portfolio ManagerWayne, PA , United States
D
Diane DePew
Investment OfficerUnited States
Eileen Chambers
Eileen Chambers
Vice President and Portfolio ManagerWayne, PA , United States
Elissa Faraglia
Elissa Faraglia
Portfolio ManagerWayne, PA , United States
Jeffrey Bagley
Jeffrey Bagley
V.P., Portfolio Manager and Sr. Research AnalystWayne, PA , United States
Showing 1-10 of 37 team members

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