Profil
Ms. Lydia C.
Holiat is a Vice President & Portfolio Manager at Haverford Financial Services, Inc. and at The Haverford Trust Co. She joined The Haverford Trust in May 2011 with over 20 years of experience in the finance industry.
As a Portfolio Manager, she develops client and advisor relationships and manages investment portfolios.
Ms. Holiat was employed as a Client Service Director by SEI Group, Inc.
She received her undergraduate degree from Lehigh University.
Postes actifs de Lydia Christine Holiat
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/05/2011 |
Philadelphia Hospitality, Inc.
Philadelphia Hospitality, Inc. Movies/EntertainmentConsumer Services Philadelphia Hospitality, Inc. is a company based in Philadelphia, PA. | Directeur/Membre du Conseil | 02/04/2012 |
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. | Gestionnaire de Portefeuille-Actions | 01/04/2011 |
Anciens postes connus de Lydia Christine Holiat
| Sociétés | Poste | Fin |
|---|---|---|
SEI Group, Inc.
SEI Group, Inc. Engineering & ConstructionIndustrial Services Provides engineering services for government agencies and commercial organizations | Corporate Officer/Principal | - |
Formation de Lydia Christine Holiat
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
Lehigh University
Lehigh University 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 |
SEI Group, Inc.
SEI Group, Inc. Engineering & ConstructionIndustrial Services Provides engineering services for government agencies and commercial organizations | Industrial Services |
Philadelphia Hospitality, Inc.
Philadelphia Hospitality, Inc. Movies/EntertainmentConsumer Services Philadelphia Hospitality, Inc. is a company based in Philadelphia, PA. | Consumer Services |
















