Tom Lynch
Director/Miembro de la Junta en Chestnut Hill College .
Perfil
Mr. Thomas J.
Lynch is a Vice President & Portfolio Manager at Haverford Financial Services, Inc. and at The Haverford Trust Co. He has been with Haverford since 2000.
As a Portfolio Manager, he develops client and advisor relationships and manages investment portfolios.
Mr. Lynch was employed as a President & Chief Executive Officer by United Valley Bank, Senior Vice President, Chief Retail Officer, & Director by Jefferson Bank, Senior Vice President by First Fidelity / Fidelity Bank, and Industrial Valley Bank, President by Union League of Philadelphia and Investment Committee by Union League of Philadelphia.
He received his B.S.
degree from LaSalle University.
Cargos activos de Tom Lynch
Empresas | Cargo | Inicio |
---|---|---|
Chestnut Hill College | Director/Miembro de la Junta | - |
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 | 01/02/2007 |
Antiguos cargos conocidos de Tom Lynch.
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 | 01/01/2023 |
United Valley Bancorp, Inc.
United Valley Bancorp, Inc. Regional BanksFinance United Valley Bancorp, Inc. is a state commercial bank. The company is based in Philadelphia, PA. United Valley Bancorp was acquired by JeffBanks, Inc. on January 21, 1997 for $22.40 million. | Presidente | - |
Industrial Valley Bank | Corporate Officer/Principal | - |
Philadelphia Convention & Visitors Bureau, Inc.
Philadelphia Convention & Visitors Bureau, Inc. Miscellaneous Commercial ServicesCommercial Services The Philadelphia Convention & Visitors Bureau is an organization that organizes meetings, conventions, and tradeshows. Philadelphia Convention & Visitors Bureau is based in Philadelphia, PA and has subsidiaries in the United States. Gregg Caren has been the CEO of the company since 2020. | Corporate Officer/Principal | - |
The Union League of Philadelphia
The Union League of Philadelphia Miscellaneous Commercial ServicesCommercial Services The Union League of Philadelphia owns and operates club and organizes social activities. It also owns and operates the parking garage. The firm has two satellite facilities for members-The Union League Golf Club at Torresdale located in Northeast Philadelphia and The Bungalow, a private dining room, located in Stone Harbor, NJ. The company was founded in 1862 and is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - |
Formación de Tom Lynch.
LaSalle University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 8 |
---|---|
Fidelity Bancorp, Inc. (Pennsylvania)
Fidelity Bancorp, Inc. (Pennsylvania) Regional BanksFinance Fidelity Bancorp, Inc. operates as a bank holding company. It operates through its wholly owned subsidiary, Fidelity Bank PaSB, which provides personal banking services and business banking services such as checking accounts, online banking, savings account and loan center. The company was founded in 1993 and is headquartered in Pittsburgh, PA. | Finance |
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 |
United Valley Bancorp, Inc.
United Valley Bancorp, Inc. Regional BanksFinance United Valley Bancorp, Inc. is a state commercial bank. The company is based in Philadelphia, PA. United Valley Bancorp was acquired by JeffBanks, Inc. on January 21, 1997 for $22.40 million. | 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 |
Philadelphia Convention & Visitors Bureau, Inc.
Philadelphia Convention & Visitors Bureau, Inc. Miscellaneous Commercial ServicesCommercial Services The Philadelphia Convention & Visitors Bureau is an organization that organizes meetings, conventions, and tradeshows. Philadelphia Convention & Visitors Bureau is based in Philadelphia, PA and has subsidiaries in the United States. Gregg Caren has been the CEO of the company since 2020. | Commercial Services |
The Union League of Philadelphia
The Union League of Philadelphia Miscellaneous Commercial ServicesCommercial Services The Union League of Philadelphia owns and operates club and organizes social activities. It also owns and operates the parking garage. The firm has two satellite facilities for members-The Union League Golf Club at Torresdale located in Northeast Philadelphia and The Bungalow, a private dining room, located in Stone Harbor, NJ. The company was founded in 1862 and is headquartered in Philadelphia, PA. | Commercial Services |
Industrial Valley Bank | |
Jefferson Bank (Haverford, Pennsylvania) | Finance |
- Bolsa de valores
- Insiders
- Tom Lynch