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About
Patrick Hoyer serves as Vice President and Portfolio Manager at The Haverford Trust Company, where he is responsible for managing client portfolios, developing investment strategies, and delivering tailored solutions for high-net-worth individuals and institutions. Based in Wayne, Pennsylvania, he holds a central role in the firm's investment management team, leveraging more than two decades of experience in the finance industry to guide asset allocation and portfolio construction.
Mr. Hoyer's investment expertise encompasses a broad range of sectors, with an emphasis on equities and fixed income strategies for private clients and foundations. He works closely with clients to design diversified portfolios that align with their financial objectives and risk tolerance, covering both traditional asset classes and select alternative investments. His approach focuses on high-quality, long-term holdings within U.S. equity and municipal bond markets, reflecting The Haverford Trust Company's quality-driven philosophy.
Prior to joining The Haverford Trust Company in 2001, Patrick Hoyer built a strong foundation in investment management, culminating in his current leadership role. He earned his degree from Alvernia University, supporting his professional expertise in portfolio management and client service. His tenure at Haverford is marked by significant contributions to client outcomes and the firm’s overall investment process, establishing him as a respected figure in regional wealth management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | Vice President and Portfolio Manager | Unknown to Present | — |
Education
Alvernia University
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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