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Cynthia Annette Zickel
Gestor de Cartera-Acciones en The Haverford Trust Co. .
Perfil
Ms. Cynthia A.
Zickel is Vice President & Portfolio Manager at Haverford Financial Services, Inc. and The Haverford Trust Co. She joined Haverford in 1987.
As a Portfolio Manager, she develops client and advisor relationships and manages investment portfolios.
She is also a Retirement Services Specialist with The Haverford Trust Company.
She has more than 30 years of experience in the finance industry.
Ms. Zickel was employed at a Retail Banking Division in The Philadelphia National Bank.
She received her BS in Finance from LaSalle University.
Cargos activos de Cynthia Annette Zickel
Empresas | Cargo | Inicio |
---|---|---|
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 | 01/04/1987 |
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 | 01/02/2004 |
Antiguos cargos conocidos de Cynthia Annette Zickel.
Empresas | Cargo | Fin |
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CoreStates Financial Corp. | Corporate Officer/Principal | 31/12/1986 |
Formación de Cynthia Annette Zickel.
LaSalle University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
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Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
Empresas privadas | 3 |
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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 |
CoreStates Financial Corp. | Finance |
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