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About
Tim Hoyle, CFA, is Vice President and Chief Investment Officer at The Haverford Trust Company, based in Philadelphia, PA. In this role, he leads the firm’s investment strategy, overseeing the management and performance of client portfolios and chairing the Investment Selection Committee. Hoyle is responsible for asset allocation and the development of Haverford's proprietary investment philosophy, with a particular emphasis on high-quality equities and fixed income across multiple sectors, including large-cap technology, financials, and diversified growth companies.
Having joined Haverford Trust in 2003, Tim previously served as Director of Research and equity analyst before becoming CIO in 2020. Throughout his career, he has helped shape the firm’s research processes and investment discipline, providing market commentary and thought leadership for both institutional and high-net-worth clients. Under his guidance, Haverford has focused on capturing sustainable growth by investing in companies with robust balance sheets and consistent earnings, often featuring strategies around the S&P 500 and the so-called “Magnificent 7” technology leaders.
Tim holds a degree from Drexel University’s LeBow College of Business and is a CFA charterholder, cementing his expertise in portfolio management, asset allocation, and equity research. He is recognized for his contributions to Haverford Trust’s reputation for quality investing and prudent stewardship, and he is frequently consulted for insights on market trends, sector allocation, and economic strategy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Haverford Trust Company | VP, Chief Investment Officer | Jul 2020 to Present | As a leader of the firm’s Investment Team, I am responsible for ensuring every investment decision and client interaction is consistent with Haverford's Quality Investing philosophy. I also ensure tha... |
| The Haverford Trust Company | Co-Chief Investment Officer and Director of Research | Aug 2016 to Jul 2020 | In this role, I lead the firm’s research team, which provides Haverford and its Investment Selection Committee with quantitative and fundamental research used in making strategic allocation decisions ... |
| The Haverford Trust Company | VP, Director of Research | Nov 2009 to Jul 2020 | — |
| The Haverford Trust Company | Analyst | Nov 2003 to Nov 2009 | — |
| Logan Capital Management, Inc. | Analyst | Apr 1998 to Nov 2003 | — |
Education
Drexel University's LeBow College of Business
1996 — 2001
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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