Pat Hoyer
Gestionnaire de Portefeuille-Actions chez The Haverford Trust Co.
Profil
Mr. Patrick J.
Hoyer is a Vice President & Portfolio Manager at Haverford Financial Services, Inc. and a Vice President & Portfolio Manager at The Haverford Trust Co. He has been with Haverford since 2001.
As Portfolio Manager, he develops client and advisor relationships and manages investment portfolios.
He has more than 20 years of experience in the finance industry.
Mr. Hoyer was employed as a Senior Vice President by Meridian Bank, NA (Phoenix, Arizona) and a President by Wachovia Corp.
He received his undergraduate degree from Alvernia College.
Postes actifs de Pat Hoyer
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/07/2001 |
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 | 01/02/2007 |
Anciens postes connus de Pat Hoyer
| Sociétés | Poste | Fin |
|---|---|---|
Meridian Bank, NA (Phoenix, Arizona)
 Meridian Bank, NA (Phoenix, Arizona) Regional BanksFinance Meridian Bank NA provides commercial banking services. The firm also offers construction and commercial real estate lending services. It has offices in Fountain Hills, Gilbert, Glendale, Kierland, McDowell Mountain, Phoenix, Wickenburg, and Peoria. The company was founded in 1978 and is headquartered in Avondale, AZ. | Corporate Officer/Principal | - |
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | President | - |
Formation de Pat Hoyer
| Alvernia College | Undergraduate Degree |
Expériences
Fonctions occupées
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 |
Wachovia Corp.
Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | Finance |
Meridian Bank, NA (Phoenix, Arizona)
Meridian Bank, NA (Phoenix, Arizona) Regional BanksFinance Meridian Bank NA provides commercial banking services. The firm also offers construction and commercial real estate lending services. It has offices in Fountain Hills, Gilbert, Glendale, Kierland, McDowell Mountain, Phoenix, Wickenburg, and Peoria. The company was founded in 1978 and is headquartered in Avondale, AZ. | 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 |
