Joe McLaughlin
Vorstandsvorsitzender bei The Haverford Trust Co.
Ursprung des Netzwerks ersten Grades von Joe McLaughlin
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
45
| Subsidiary | Investment Managers | 45 |
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.
39
| Subsidiary | Investment Managers | 39 |
Malvern Preparatory School
 Malvern Preparatory School Other Consumer ServicesConsumer Services Malvern Preparatory School operates as a non-profit organization. It is a private and independent Catholic school for boys in grades 6 through 12. The company is headquartered in Malvern, PA.
35
| Non-Profit Organization | Other Consumer Services | 35 |
St. Joseph's University
25
| College/University | Other Consumer Services | 25 |
The Beneficial Charitable Foundation
4
| Private Company | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Joe McLaughlin
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin President | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Analyst-Equity Economist Corporate Officer/Principal | |
Pennsylvania Academy of the Fine Arts
 Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
| LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Drexel Morgan Capital Advisers, Inc.
 Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Investment Committee Member Chief Operating Officer Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wilmington Savings Fund Society, FSB
 Wilmington Savings Fund Society, FSB Regional BanksFinance Wilmington Savings Fund Society, FSB provides financial services. It operates as a locally managed community banking institution serving Delaware Valley families and businesses of all sizes. Its subsidiaries or divisions include, cash connect, Christiana trust, Christiana trust company of DE, cypress capital management, powder mill financial solutions, WSFS wealth investments, west capital management and WSFS mortgage. The company was founded in 1832 and is headquartered in Wilmington, DE. | Regional Banks | Director/Board Member Director/Board Member Director/Board Member | |
| Drexel University | College/University | Undergraduate Degree Director/Board Member Masters Business Admin | |
| WSFS FINANCIAL CORPORATION | Savings Banks | Director/Board Member Director/Board Member Director/Board Member | |
The Penn Mutual Life Insurance Co.
 The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA. | Life/Health Insurance | Director/Board Member Director/Board Member Corporate Officer/Principal | |
Logan Capital Management, Inc.
 Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity Corporate Officer/Principal | |
| West Chester University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
McKean Defense Group, Inc.
 McKean Defense Group, Inc. Information Technology ServicesTechnology Services McKean Defense Group, Inc. engages in the provision of naval engineering and information technology services. It offers information technology and cyber, combat systems engineering, and ship sustainment and modernization. The company was founded by Larry D. Burrill, Leonard F. DeStefano, Jr. and Joseph L. Carlini in 2006 and is headquartered in Philadelphia, PA. | Information Technology Services | Chief Executive Officer Director/Board Member | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Union League of Philadelphia
 The Union League of Philadelphia Miscellaneous Commercial ServicesCommercial Services The Union League of Philadelphia owns and operates club and organizes social activities. It also owns and operates the parking garage. The firm has two satellite facilities for members-The Union League Golf Club at Torresdale located in Northeast Philadelphia and The Bungalow, a private dining room, located in Stone Harbor, NJ. The company was founded in 1862 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
| Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
Philadelphia Convention & Visitors Bureau, Inc.
 Philadelphia Convention & Visitors Bureau, Inc. Miscellaneous Commercial ServicesCommercial Services The Philadelphia Convention & Visitors Bureau is an organization that organizes meetings, conventions, and tradeshows. Philadelphia Convention & Visitors Bureau is based in Philadelphia, PA and has subsidiaries in the United States. Gregg Caren has been the CEO of the company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
McKean Defense Group LLC
 McKean Defense Group LLC Engineering & ConstructionIndustrial Services McKean Defense Group LLC provides naval engineering and information technology services. The firm’s services include ship sustainment and modernization; information technologies and cyber security; and combat systems engineering, with customers spanning the department of defense including the naval sea systems command, the naval surface warfare centers, fleet activities including the surface force and the navy regional maintenance centers, army watercraft systems and the space and naval warfare systems command. The company was founded by Larry D. Burrill, Joseph L. Carlini and Leonard F. DeStefano, Jr. in 2006 and is headquartered in Philadelphia, PA. | Engineering & Construction | Chief Executive Officer Director/Board Member | |
| Dickinson College | College/University | Undergraduate Degree Undergraduate Degree | |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Andalusia Foundation | Director/Board Member Director/Board Member | ||
| Temple University (Pennsylvania) | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Notre Dame | College/University | Masters Business Admin Undergraduate Degree | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
American Heart Association, Inc.
 American Heart Association, Inc. Miscellaneous Commercial ServicesCommercial Services American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| VALUE LINE, INC. | Publishing: Books/Magazines | Corporate Officer/Principal | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Investment Managers | Portfolio Manager-Equities | |
| Presbyterian College | College/University | Undergraduate Degree | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Portfolio Manager-Equities | |
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Investment Managers | Portfolio Manager-Fixed Income |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Finance | 25 |
| Consumer Services | 17 |
| Commercial Services | 6 |
| Technology Services | 2 |
| Industrial Services | 2 |
Operativ
| Director/Board Member | 198 |
| Corporate Officer/Principal | 114 |
| Undergraduate Degree | 66 |
| Portfolio Manager-Equities | 60 |
| Independent Dir/Board Member | 35 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Donald Caldwell | 38 |
| Michael Purcell | 30 |
| Karen Buchholz | 30 |
| Charles Rowland | 25 |
| Frank Leto | 23 |
| Gerard Cuddy | 19 |
| Mary Raymond | 15 |
| Edward G. Boehne | 12 |
| Steve Meyer | 11 |
| Jeff Bagley | 11 |
| Halie W. O'Shea | 10 |
| Thomas David Cestare | 10 |
| Tom Lynch | 10 |
| Robert P. Andres | 9 |
| Joseph L. Carlini | 9 |
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- Joe McLaughlin
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