Sign in

You're signed outSign in or to get full access.

Patrick Hoyer

Patrick Hoyer

Vice President and Portfolio Manager at Haverford Trust Co.

Wayne, PA , United States

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

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyVice President and Portfolio ManagerUnknown to Present

Education

Alvernia University

Skills & Expertise

Business Strategy
Portfolio Management
Research
Nonprofits
Finance
Customer Service
Strategy
Fixed Income
Credit

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

Similar Fund Managers

NameRoleFundLocation
D
David Rosenblum
Portfolio ManagerBrinker Capital Investments, LLCPhiladelphia, PA , United States
Francisco Rodriguez
Francisco Rodriguez
Investment Research AnalystBrinker Capital Investments, LLCOmaha, NE , United States
Andrew Faderewski
Andrew Faderewski
Investment Manager - Internal PortfoliosCSM Advisors, LLCSewickley, PA , United States
Brian Allen
Brian Allen
Chief Investment OfficerCSM Advisors, LLCSewickley, PA , United States
Anthony Soslow
Anthony Soslow
Senior Portfolio ManagerClark Capital Management Group, Inc.Philadelphia, PA , United States
D
David Rights
EVP, Director of ResearchClark Capital Management Group, Inc.Fort Washington, PA , United States