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Seth Horwitz

Seth Horwitz

Vice President and Portfolio Manager at Haverford Trust Co.

Blue Bell, PA , United States

About

Seth Horwitz is Vice President and Portfolio Manager at The Haverford Trust Company, based in Blue Bell, Pennsylvania. In this role, he oversees the management of investment portfolios for high-net-worth individuals and institutional clients, utilizing disciplined strategies to achieve long-term growth and risk-adjusted returns.

At Haverford Trust, Horwitz is responsible for managing multi-asset class portfolios, with a particular focus on U.S. equities and fixed income instruments, helping clients achieve their financial objectives through tailored investment solutions. He brings more than a decade of experience to the firm, having previously worked as Management Liability Practice Leader at Trion and Assistant Vice President at Arch Capital Group, specializing in risk management and insurance-linked asset classes.

Horwitz holds an MBA from Fordham Gabelli School of Business and a bachelor’s degree in Entrepreneurship from Syracuse University School of Management. His expertise spans portfolio construction, risk management, and client advisory, and he is recognized for integrating analytical rigor with a client-centric approach in the investment management sector.

Career History

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyVice President and Portfolio ManagerApr 2011 to Present
Work with entrepreneurs, families, endowments, foundations and public funds to meet their investment needs through Haverford's Quality Investing strategy which is designed to minimize risk while maxim...
TrionManagement Liability Practice LeaderJul 2010 to Apr 2011
Direct the Management Liability Brokerage Practice within Trion Group, Inc. Develop and execute customized strategies for placement of financial services including Directors & Officers Liability, Empl...
Arch Capital GroupAVPAug 2005 to Jul 2010
American International GroupSenior UnderwriterJun 2002 to Aug 2005

Education

Fordham Gabelli School of Business

MBA, Masters of Business Administration

2007 2009

Syracuse University School of Management

Bachelor of Science, Entrepreneurship

1995 1999

Skills & Expertise

Wealth Management
Portfolio Management
Financial Analysis
Equities
Fixed Income
Qualified Retirement Plans
Series 7
Series 63
Fiduciary
Delaware
Insurance
Overseeing
Employment Practices Liability
Sales
Brokerage
Service Standards
Fortune 500
England
Credit Risk
Finance
Honor
Business Administration
Buyers
Entrepreneurship
Temporary Placement
Legal
Organizational Structure
MBA
Management
Science
Short
Assurance
CRM
Casualty Insurance
Investment Management
Lynx
Public Speaking
Accounting
Cultivation
Pennsylvania
Crime
Philadelphia
Comprehension
Cross Selling
Process Flow
Strategy
Strategies
Buying
Property
New Business Development
Risk Management
Training
Financial Institutions
Distributors
Streamline
American
Capital
Commercial Real Estate
Analysis
Gamma
Power
Growth Initiatives
Jersey
Kidnap and Ransom
Yahoo
Directors and Officers Liability
Middle Market
FIX Protocol
Virginia
Accountability
Business Development
Communication
Negotiation
Empowerment
Marketing
SAP XI
IPO
Brokers
Presentations
Responsibility
Policies and Procedures
Regulations
Credibility
Distribution
International
Not for Profit
Growth Strategies
Renewal
Business Units
Efficient
Professional Liability
Portfolio
63 Licenses
New York
Arch
Investments
Marketplace
Referrals
Underwriting
Investment Strategies
Program Management
Qualify
Key Accounts
Formulation
Business Strategy
Errors and Omissions
Risk
Trading
Meetings
Liabilities
Traders
Coordinated
Coordinate

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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