Lydia Christine Holiat
Directeur/Membre du Conseil chez Philadelphia Hospitality, Inc.
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 more than 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 Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Gestionnaire de Portefeuille-Actions | 01/05/2011 |
| Philadelphia Hospitality, Inc. | 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 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. | 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 SEI Group, Inc. provides engineering solutions for government agencies and commercial organizations. It offers architecture engineering and design, design- build construction, construction management and inspection, operations and maintenance, utility monitory and controls, electronic security systems, and contingency engineering services. The firm also provides technology validation, demonstration and research and development services. The company was founded by Eloy J. Torrez in 1996 and is headquartered in Huntsville, AL. | Corporate Officer/Principal | - |
Formation de Lydia Christine Holiat
| Lehigh University | Undergraduate Degree |
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 | 4 |
|---|---|
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 |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions. | Finance |
SEI Group, Inc.
SEI Group, Inc. Engineering & ConstructionIndustrial Services SEI Group, Inc. provides engineering solutions for government agencies and commercial organizations. It offers architecture engineering and design, design- build construction, construction management and inspection, operations and maintenance, utility monitory and controls, electronic security systems, and contingency engineering services. The firm also provides technology validation, demonstration and research and development services. The company was founded by Eloy J. Torrez in 1996 and is headquartered in Huntsville, AL. | Industrial Services |
| Philadelphia Hospitality, Inc. |