![Dan Geraghty](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Geraghty
Portfolio Manager-Aktien bei
The Haverford Trust Co.
Profil
Mr. Daniel P.
Geraghty is a Vice President & Portfolio Manager at The Haverford Trust Co. He joined the firm in 2022 and has more than 20 years of experience in the financial industry.
He develops client and advisor relationships and manages investment portfolios.
Mr. Geraghty was previously employed as an Director of Investment Officer by Hirtle, Callaghan & Co. LLC and an Analyst by Hirtle, Callaghan & Co.
He received his undergraduate degree from The Pennsylvania State University.
Aktive Positionen von Dan Geraghty
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.01.2022 |
Ehemalige bekannte Positionen von Dan Geraghty
| Unternehmen | Position | Ende |
|---|---|---|
Hirtle, Callaghan & Co. LLC
 Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle employs a fundamentally based investment process that allocates client capital to asset classes, investment strategies and independent specialist managers in a manner designed to maximize the potential return on capital within specific, client defined, risk tolerances and guidelines. Their fundamentally based investment process allows them to develop globally diversified, risk-managed portfolios that are custom designed to address each client’s specific investment objectives and needs. | Analyst-Equity | 24.01.2022 |
Ausbildung von Dan Geraghty
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
64
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
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 |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle employs a fundamentally based investment process that allocates client capital to asset classes, investment strategies and independent specialist managers in a manner designed to maximize the potential return on capital within specific, client defined, risk tolerances and guidelines. Their fundamentally based investment process allows them to develop globally diversified, risk-managed portfolios that are custom designed to address each client’s specific investment objectives and needs. | Finance |
