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Tim Hoyle

Tim Hoyle

VP, Chief Investment Officer at Haverford Trust Co.

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyVP, Chief Investment OfficerJul 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 CompanyCo-Chief Investment Officer and Director of ResearchAug 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 CompanyVP, Director of ResearchNov 2009 to Jul 2020
The Haverford Trust CompanyAnalystNov 2003 to Nov 2009
Logan Capital Management, Inc.AnalystApr 1998 to Nov 2003

Education

Drexel University's LeBow College of Business

1996 2001

Skills & Expertise

Equities
Investments
Asset Allocation
Portfolio Management
Equity Research
Series 7
Asset Management
Financial Analysis
Fixed Income
Mutual Funds
Financial Modeling
Series 63
Valuation
Wealth Management
Bloomberg
Strategic Financial Planning
Market Research
Investment Management
Financial Markets
Series 24

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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