J. Bradford Lidstone
Plus aucun poste en cours
Profil
Mr. J.
B.
Lidstone, Jr., is Vice President-Trust Operations at Haverford Trust Co.
Prior to joining Haverford Trust in 2001, Mr. Lidstone was previously employed as Mutual Fund Trader by PNC Advisors, NA.
Mr. Lidstone received his undergraduate degree from Temple University (Pennsylvania).
Anciens postes connus de J. Bradford Lidstone
| Sociétés | Poste | Fin |
|---|---|---|
| PNC Advisors, NA (Boston, Massachusetts) | Corporate Officer/Principal | - |
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 provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. 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. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Corporate Officer/Principal | - |
Formation de J. Bradford Lidstone
| Temple University (Pennsylvania) | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. 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. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Finance |
| PNC Advisors, NA (Boston, Massachusetts) | Finance |
