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Zachary Kaeser

Zachary Kaeser

Equity Trading Manager at Haverford Trust Co.

Philadelphia, PA , United States

About

Zachary Kaeser is the Equity Trading Manager at The Haverford Trust Company, based in Philadelphia, PA. In this role, he is responsible for overseeing all equity trading activities for the firm and its clients, ensuring efficient execution and management of trades across major U.S. equity markets. His trading expertise includes large-cap and mid-cap equities, with a focus on high-quality growth and value stocks in sectors such as technology, healthcare, consumer staples, and financial services.

Before assuming his current position, Mr. Kaeser served as Senior Equity Trader and Operations Officer and previously as Equity Trader and Operations Officer at The Haverford Trust Company, steadily advancing since joining the firm in 2014. His career has been marked by his commitment to operational excellence and risk mitigation within the firm’s equity trading desk, driving improvements in trade processes and compliance. Notable career highlights include streamlining trading workflow and enhancing Haverford’s equity execution capabilities.

Mr. Kaeser holds a Bachelor of Arts degree in International Relations, Economics, and Political Science from Saint Joseph's University. His academic background, combined with deep practical experience in equity markets, positions him as an expert in U.S. equity trading and portfolio operations for high-net-worth and institutional clients. He is recognized for his analytical rigor and his contributions to Haverford Trust’s reputation for disciplined equity management.

Career History

OrganizationRoleDate RangeDetails
The Haverford Trust CompanyEquity Trading ManagerJul 2025 to Present
The Haverford Trust CompanySenior Equity Trader and Operations OfficerJul 2021 to Aug 2025
The Haverford Trust CompanyEquity Trader and Operations OfficerApr 2019 to Jul 2021
The Haverford Trust CompanyCustody Operations OfficerJul 2016 to Apr 2019
The Haverford Trust CompanyTrust Operations SpecialistJun 2014 to Jul 2016
The Fairmount Park ConservancyInternMay 2013 to Aug 2013
Assisted staff with development projects. Fielded telephone calls. Assisted in office tasks. Attended board meetings.

Education

Saint Joseph's University

Bachelor of Arts (B.A.), International Relations, Economics, Political Science

2010 2014

Bethlehem Catholic High School

Diploma

2006 2010

Skills & Expertise

Market Microstructure
Trade Execution Strategies
Trade Execution
Electronic Trading Systems
Trading Desk
Presentations
Planning & Scheduling
Communication
Mutual Funds
ACATS
Back Office Operations
Trade Settlements
Business Process Improvement
Employee Training
Account Reconciliation
Equity Trading
Algorithmic Trading
Professional Writing
Qualitative Research
Foreign Languages
Organizational Leadership
Academic Writing
Academic Libraries
Team Management
Fundraising
Customer Service
Research
Time Management
Microsoft Office
PowerPoint
Microsoft Excel
Microsoft Word
Quantitative Analysis
Situational Leadership
Creative Writing

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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