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Mike Maxwell
Vice President and Portfolio Manager at Haverford Trust Co.
About
Mike Maxwell is Vice President and Portfolio Manager at The Haverford Trust Company in Philadelphia, where he develops high-touch client and advisor relationships and manages a range of investment portfolios. He specializes in equity and fixed income portfolio construction, tailoring strategies to individual and institutional client needs, with a focus on long-term wealth preservation and growth. His investment management expertise spans both public equities and fixed income, with an emphasis on high-quality securities and risk management principles.
Maxwell joined Haverford in 2017 and has more than a decade of experience in the financial services industry, previously serving as Senior Associate at 1919 Investment Counsel, LLC. At Haverford, he advanced from Portfolio Manager to his current Vice President role in 2021, contributing leadership within the firm’s core investment teams and participating in firm-wide market outlooks and client education initiatives.
A graduate of Dickinson College, Maxwell has been recognized as an up-and-coming leader in the Philadelphia investment community and was named to the Philadelphia Business Journal’s 2025 40 Under 40 list. He is noted for his thoughtful client service and active involvement in market commentary, focusing on consistent, research-driven investment management across sectors aligned with the firm’s quality standards.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Vice President and Portfolio Manager | Jul 2021 to Present | — |
| The Haverford Trust Company | Portfolio Manager | Apr 2017 to Jul 2021 | — |
| 1919 Investment Counsel, LLC | Senior Associate | Nov 2014 to Apr 2017 | — |
| Legg Mason | Portfolio Associate | Aug 2011 to Nov 2014 | — |
Education
Dickinson College
Skills & Expertise
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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