Henry B. Smith

Henry B. Smith

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Mr. Henry Smith, Vice President, Chief Investment Officer and Director, has been with Haverford since 1991. Hank guides the firm’s efforts to ensure the quality, consistency, and implementation of the investment philosophy. He is the chairperson and a voting member of the Investment Selection Committee, and serves on the Board of Directors of The Haverford Trust Company. Hank is an avid golfer, exercise enthusiast, and leads the annual Haverford Health Challenge.

Achievements & Recognitions

Financial & Economic Thought Leadership, Bloomberg

Financial & Economic Thought Leadership, CNBC

Financial & Economic Thought Leadership, Fox Business

Education & Certifications

B.A, Franklin & Marshall College

FINRA Series 7, 63 and 65

Previous Experience

Assistant Vice President/Portfolio Manager Mellon Bank

Senior Investment Officer/Portfolio Manager PNC Bank

Support Team

Research Support Team

Jeffrey M. Bagley, CFA Vice President, Portfolio Manager & Senior Research Analyst

Timothy A. Hoyle, CFA Vice President & Director of Research

Eric M. Hildenbrand, CFA Portfolio Manager

Benjamin Hart, CFA Senior Research Analyst

Michael P. Morton Research Analyst

James W. Wolf Performance & Research Analyst

Affiliations & Memberships

Trustee Pennsylvania Academy of the Fine Arts

Trustee Franklin & Marshall College

Trustee Rectory School

Contact

Email

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Direct Phone

610.995.8705