Profil
Helen R.
Larkins, CFP - Vice President
Helen has over twenty years of investment management experience and serves as a Senior Portfolio Manager.
She was formerly with CoreStates Trust and Investment Group in Philadelphia, where she headed the Personal Trust Investment Unit.
Her investment responsibilities included portfolio management for high net worth individuals.
Helen is a Certified Financial Planner and former Director and lecturer at the Pennsylvania Trust School.
She is a member of the Financial Analysts of Philadelphia, the Philadelphia Securities Association, and the Chester County Estate Planning Council.
She is on the Board of the Community Service Council of Chester County.
Helen graduated from Immaculata College receiving a BA in Economics.
Anciens postes connus de Helen Larkins
| Sociétés | Poste | Fin |
|---|---|---|
Davidson Trust Co.
 Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Analyst-Equity | 26/09/2005 |
Formation de Helen Larkins
| Immaculata University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Davidson Trust Co.
Davidson Trust Co. Investment ManagersFinance Founded in 1974, Davidson Trust Co., formerly Davidson Capital Management, is a registered investment advisor located in Devon, Pennsylvania. The firm is a subsidiary of Bryn Mawr Trust Co. and their ultimate parent is the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. They provide equity and fixed-income investments for our clients, which include affluent individuals, foundations, endowments, retirement plans and charitable trusts | Finance |
