Profil
David Christopher Peppard worked as an Analyst at Janney Montgomery Scott LLC in 2012.
From 2013 to 2026, served as Vice President & Portfolio Manager at The Haverford Trust Co. and Haverford Financial Services, Inc. Completed undergraduate degree at the University of Delaware in 2005.
Ehemalige bekannte Positionen von David Peppard
| Unternehmen | Position | Ende |
|---|---|---|
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach. | Portfolio Manager-Aktien | 01.02.2026 |
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 maximize returns while minimizing risk throughout the entire market cycle. 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. | Portfolio Manager-Aktien | 01.02.2026 |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31.12.2012 |
Ausbildung von David Peppard
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
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 maximize returns while minimizing risk throughout the entire market cycle. 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. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Delaware
University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach. | Finance |
















