Melissa Morrow

Melissa Morrow is an Investment Officer at The Haverford Trust Company, based in Blue Bell, Pennsylvania, where she has managed client advisory and trust portfolio accounts since joining the firm in 2020. In this capacity, she focuses on portfolio management for high-net-worth individuals, institutions, and trusts, ensuring alignment with Haverford’s quality investing philosophy that emphasizes capital preservation, risk management, and long-term growth.

Prior to Haverford, Melissa held senior roles in the investment management industry, including Vice President of Business Development at Archer Investment Management Solutions and Vice President of Investor Relations at CBRE Clarion Securities. Her earlier work involved client-facing leadership in investor relations and business development, with experience in real asset and public securities products, positioning her as a trusted advisor across multiple asset classes.

Melissa holds a degree in Management in Business from the College of Saint Benedict, bringing extensive expertise in wealth management, client advisory, and portfolio strategy. Her career reflects significant contributions to the investment industry through her work in client relations, business development, and portfolio oversight, with a particular focus on high-quality equity and fixed income solutions for individual and institutional clients.