Terrance Rebello

Terrance Rebello, CFA, CIPM, is the Senior Research Analyst at The Haverford Trust Company in Plymouth Meeting, PA, where he plays a key role in investment research and strategy for the firm. In this capacity, he leverages over 20 years of industry experience, focusing on rigorous due diligence, portfolio analysis, and supporting the investment selection committee. His coverage typically includes equities, fixed income, and alternative investments, with responsibility for identifying opportunities and monitoring risks across these asset classes.

Prior to joining Haverford in 2021, Mr. Rebello served as Portfolio Manager and Portfolio Management Analyst at Drexel Morgan Capital Advisers, Inc., where he managed multi-asset portfolios, conducted fundamental analysis, and helped implement investment strategies. His background reflects a progression from analytical roles into portfolio management and senior research, underscoring his expertise in security selection, asset allocation, and investment committee participation.

Mr. Rebello holds a BBA from the University of Wisconsin-Madison and completed his A-Level studies at St. Mary's Catholic High School. Over his career, he has earned both the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) designations, and has contributed to firm leadership as a voting member of the investment selection committee and as a board director at Haverford.