Tom Lynch
Directeur/Bestuurslid bij Chestnut Hill College
Profiel
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.
Actieve functies van Tom Lynch
Bedrijven | Functie | Begin |
---|---|---|
Chestnut Hill College | Directeur/Bestuurslid | - |
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. | Portefeuillebeheerder-Aandelen | 01-02-2007 |
Eerdere bekende functies van Tom Lynch
Bedrijven | Functie | Einde |
---|---|---|
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. | Portefeuillebeheerder-Aandelen | 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. | President | - |
Industrial Valley Bank | Corporate Officer/Principal | - |
Philadelphia Convention & Visitors Bureau, Inc.
Philadelphia Convention & Visitors Bureau, Inc. Miscellaneous Commercial ServicesCommercial Services Philadelphia Convention & Visitors Bureau, Inc. organizes meetings, conventions, and tradeshows. The private company is based in Philadelphia, PA, and has subsidiaries in the United States. | 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 | - |
Opleiding van Tom Lynch
LaSalle University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 8 |
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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 Philadelphia Convention & Visitors Bureau, Inc. organizes meetings, conventions, and tradeshows. The private company is based in Philadelphia, PA, and has subsidiaries in the United States. | 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 |