0000842941-14-000010.txt : 20141103
0000842941-14-000010.hdr.sgml : 20141103
20141103101217
ACCESSION NUMBER: 0000842941-14-000010
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: 141188128
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
John
Hannum
Donaldson
000721216
N
1
0000842941
Haverford Trust Co
The Haverford Trust Company
08-01-2008
N
10-23-2014
0000842941
LOCATED
SUPERVISED
08-01-2008
3 RADNOR CORPORATE CENTER
SUITE 450
RADNOR
PA
19087
08-2008
The Haverford Trust Company
Radnor
PA
19087
Y
Y
VP Fixed Income / Member of Investment Selection Committee
02-2008
07-2008
Unemployed
Malvern
PA
19355
N
N
Unemployed
11-2006
01-2008
Penn Mutual Life Insurance Company
Horsham
PA
19044
N
Y
Portfolio Manager
01-2005
11-2006
Logan Capital Management
Ardmore
PA
19003
N
Y
Managing Director
07-1980
01-2005
1838 Investment Advisors
King of Prussia
PA
19406
N
Y
Director
Y
08-2008
Haverford Financial Services, Inc.
3 Radnor Corporate Center, Suite 450
Radnor
PA
19087
N
Y
SEC registered investment adviser
VP Fixed Income / Member of Investment Selection Committee
20
VP Fixed Income / 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
10-24-2014
MarieElena V. Ness
VP & CCO