0000842941-14-000007.txt : 20141103
0000842941-14-000007.hdr.sgml : 20141103
20141103101238
ACCESSION NUMBER: 0000842941-14-000007
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20141024
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Haverford Trust Co
CENTRAL INDEX KEY: 0000842941
IRS NUMBER: 232329854
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-03925
FILM NUMBER: 141188132
BUSINESS ADDRESS:
STREET 1: 3 RADNOR CORPORATE CENTER
STREET 2: SUITE 450
CITY: RADNOR
STATE: PA
ZIP: 19087
BUSINESS PHONE: 6109958700
MAIL ADDRESS:
STREET 1: 3 RADNOR CORPORATE CENTER
STREET 2: SUITE 450
CITY: RADNOR
STATE: PA
ZIP: 19087
FORMER COMPANY:
FORMER CONFORMED NAME: HAVERFORD TRUST CO
DATE OF NAME CHANGE: 20060511
FORMER COMPANY:
FORMER CONFORMED NAME: RITTENHOUSE TRUST CO
DATE OF NAME CHANGE: 19990329
MA-I
1
primary_doc.xml
MA-I
0000842941
XXXXXXXX
MarieElena Ness
610-995-8741
mness@haverfordquality.com
N
Jeffrey
Michael
Bagley
002023697
N
1
0000842941
Haverford Trust Co
The Haverford Trust Company
02-01-2010
N
10-23-2014
0000842941
LOCATED
SUPERVISED
02-01-2010
3 RADNOR CORPORATE CENTER
SUITE 450
RADNOR
PA
19087
02-2010
The Haverford Trust Company
Radnor
PA
19087
Y
Y
Member of Investment Selection Committee / Portfolio Manager
07-2008
01-2010
Davidson Trust Company
Devon
PA
19333
N
Y
Portfolio Manager
06-2007
06-2008
The Vanguard Group Inc.
Malvern
PA
19355
N
Y
Senior Investment Analyst
12-1998
06-2007
McCabe Capital Managers, Ltd.
King of Prussia
PA
19406
N
Y
Portfolio Manager
Y
02-2010
Haverford Financial Services, Inc.
3 Radnor Corporate Center, Suite 450
Radnor
PA
19087
N
Y
SEC registered investment adviser
Portfolio Manager / Member of Investment Selection Committee
4
Portfolio Manager / Member of Investment Selection Committee
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
10-23-2014
MarieElena V. Ness
VP & CCO