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Lindsey Pierce

Haverford Trust Company

 

Member profile details

First name
Lindsey
Last name
Pierce
Organization
Haverford Trust Company
Title
Vice President and Portfolio Manager
 

Additional Membership Information

Primary Discipline
Investments
Professional Bio
Ms. Lindsey Pierce joined Haverford in 2022 and has worked in the financial industry for more than 15 years. As a Vice President & Portfolio Manager, Lindsey develops client and advisor relationships and manages investment portfolios.

Certifications & Education
• B.A., Bucknell University
• Chartered Financial Analyst (CFA) designation

Board Affiliations & Memberships
• Board of Directors, The Fabric Workshop and Museum
• Member, CFA Society of Philadelphia

Previous Experience
• Senior Vice President and Senior Investment Advisor, Hawthorn, PNC Family Wealth
• Vice President and Senior Investment Advisor, Hawthorn, PNC Family Wealth
• Vice President and Investment Advisor, Hawthorn, PNC Family Wealth
• Assistant Vice President and Investment Advisor, Hawthorn, PNC Family Wealth
• Investment Advisor, Hawthorn, PNC Family Wealth
• Associate Investment Advisor, Hawthorn, PNC Family Wealth

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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