Lydia C. Holiat
Lydia C. Holiat
Ms. Lydia Holiat, Portfolio Manager, joined Haverford in 2011 with more than 10 years experience in the finance industry. As a Portfolio Manager, Lydia develops client and advisor relationships and manages investment portfolios.
Education & Certifications
B.S., Lehigh University
FINRA Series 7, 63 and 65
Previous Experience
Client Service Director Institutional, SEI
Sales Support Associate Private Banking & Trust, SEI
Bilingual Sales/Service Account Manager SEI
Business Development Associate SEI
Affiliations & Memberships
Board of Directors Philadelphia Hospitality, Inc.
Planned Giving Committee Member WOMEN’S WAY