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Mike Maxwell

Mike Maxwell

Vice President and Portfolio Manager at Haverford Trust Co.

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyVice President and Portfolio ManagerJul 2021 to Present
The Haverford Trust CompanyPortfolio ManagerApr 2017 to Jul 2021
1919 Investment Counsel, LLCSenior AssociateNov 2014 to Apr 2017
Legg MasonPortfolio AssociateAug 2011 to Nov 2014

Education

Dickinson College

Skills & Expertise

Fundraising
Portfolio Management
Microsoft Excel
Bloomberg
Management
Asset Management
Manage Client Relationships
Program Management
Research
Mutual Funds
Public Speaking
Fixed Income
Investments
Equity Research
Client Facing Skills
Asset Allocation
Financial Planning
Consulting
Event Planning
Microsoft Office
Microsoft Word

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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