Profil
Mr. Henry B. Smith is a Director & Head of Investment Strategy at Haverford Financial Services, Inc. and a Director & Head of Investment Strategy at The Haverford Trust Co. He is on the Board of Directors at The Haverford Trust Co. He has been with Haverford since 1991.
He guides the firm’s efforts to ensure the quality, consistency, and implementation of the investment philosophy.
He is a voting member of the Investment Selection Committee and serves on the Board of Directors of The Haverford Trust Company.
Mr. Smith was previously employed as a Principal by Mellon Bank, NA, a Trustee-Emeritus by Pennsylvania Academy of the Fine Arts, and a Principal by The PNC Financial Services Group, Inc.
He received his undergraduate degree from Franklin & Marshall College.
Aktive Positionen von Hank Smith
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Direktor/Vorstandsmitglied | 01.01.1991 |
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. | Head-Equity Investments | 01.01.2023 |
Ehemalige bekannte Positionen von Hank Smith
| Unternehmen | Position | Ende |
|---|---|---|
| THE PNC FINANCIAL SERVICES GROUP, INC. | Corporate Officer/Principal | - |
Pennsylvania Academy of the Fine Arts
Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Operates a fine arts school and a museum | Direktor/Vorstandsmitglied | - |
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Ausbildung von Hank Smith
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Provides commercial banking services | Finance |
The PNC Financial Services Group, Inc.
The PNC Financial Services Group, Inc. Major BanksFinance Operates as a financial holding company whose subsidiary provides banking and asset management services | 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 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 |
Franklin & Marshall College
Franklin & Marshall College 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 |
Pennsylvania Academy of the Fine Arts
Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Operates a fine arts school and a museum | Commercial Services |
















