Perfil
Prior to joining Haverford in 2006, Ms. Michell was Senior Vice President with McHugh Associates, Inc. Her responsibilities included managing relationships for high net worth individuals and institutions as well as coordinating the efforts of the marketing department.
Previously, she worked for Nuveen Investments and Rittenhouse Financial Services, Inc., now known as Rittenhouse Asset Management, in a variety of leadership roles.
She began her career as a commercial loan officer at Fidelity Bank N.A.
Ms. Michell is a graduate of Lake Forest College.
Ms. Michell earned her Certified Investment Management Analyst designation sponsored by the Investment Management Consultants Association.
She is a member of several industry related organizations including IMCA and the Association of Investment Sales Executives.
Antiguos cargos conocidos de Catherine P. Michell.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Gestor de Cartera-Acciones | 31/12/2009 |
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. | Gestor de Cartera-Acciones | 31/12/2009 |
The Fidelity Bank (Fuquay-Varina, North Carolina)
 The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | Corporate Officer/Principal | - |
Rittenhouse Asset Management, Inc.
 Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Corporate Officer/Principal | - |
Nuveen Fund Advisors LLC
 Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Corporate Officer/Principal | - |
Formación de Catherine P. Michell.
| Lake Forest College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
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 |
McHugh Associates, Inc.
 McHugh Associates, Inc. Investment ManagersFinance Founded in 1986, McHugh Associates, Inc. is a privately owned investment advisory firm located in Radnor, Pennsylvania. | Finance |
Nuveen Fund Advisors LLC
Nuveen Fund Advisors LLC Investment Banks/BrokersFinance Founded in 1989, Nuveen Fund Advisors LLC is a fund distributor Chicago, Illinois. The firm is a subsidiary of Nuveen Investments, Inc. and their ultimate parent is Windy City Investments Holdings LLC. | Finance |
Rittenhouse Asset Management, Inc.
Rittenhouse Asset Management, Inc. Investment ManagersFinance Founded in 1979, Rittenhouse Asset Management, Inc. is an investment advisor firm headquartered in Radnor, Pennsylvania with additional offices in Chicago, New York City and Irvine, California. They manage investments for individuals and institutions. Rittenhouse is a subsidiary of Nuveen Investments Inc. (NYSE: JNC). Their ultimate parent is Windy City Investment Holdings LLC. | Finance |
The Fidelity Bank (Fuquay-Varina, North Carolina)
The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | 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 |
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