Mary Elizabeth McAuley
Portefeuillebeheerder-Aandelen bij The Haverford Trust Co.
Profiel
Ms. Mary E.
McAuley is Vice President & Portfolio Manager at Haverford Financial Services, Inc. and The Haverford Trust Co. She has been with Haverford Financial since 2004 and has worked in the financial industry since 1998.
As a Portfolio Manager, she develops advisor and client relationships, manages investment portfolios and participates on the Investment Selection Committee.
Ms. McAuley was employed as Financial Planner by American Express Financial Advisors, Inc. and Investment Specialist by Wachovia Bank NA (Charlotte, North Carolina).
She received her BS degree from Presbyterian College and an MBA from The Pennsylvania State University.
Actieve functies van Mary Elizabeth McAuley
Bedrijven | Functie | Begin |
---|---|---|
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Portefeuillebeheerder-Aandelen | 01-01-2004 |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Portefeuillebeheerder-Aandelen | 01-02-2004 |
Eerdere bekende functies van Mary Elizabeth McAuley
Bedrijven | Functie | Einde |
---|---|---|
American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | - |
Opleiding van Mary Elizabeth McAuley
Presbyterian College | Undergraduate Degree |
The Pennsylvania State University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Finance |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Finance |
Wachovia Bank NA (Charlotte, North Carolina) | Finance |
American Express Financial Advisors, Inc. |