Haverford Trust's President, Binney Wietlisbach, Ranked Among Top Women Financial Advisors
Barron's ranks Wietlisbach 14th in nation, 2nd in Philadelphia region
RADNOR, Pa., June 14 /PRNewswire/ -- The Haverford Trust Company, a private firm providing portfolio management, trust and estate planning, banking services, fixed income securities, and retirement services, today announced that the firm's president, Binney Wietlisbach, has been named by Barron's as a member of their Top 100 Women Financial Advisors. Wietlisbach is the second highest-ranked individual in the Philadelphia region and ranked 14th in the country.
"I'm honored to be named by Barron's as a top advisor and to be included in such an accomplished group of women," said Binney Wietlisbach, President of Haverford Trust. "Even more satisfying is knowing that for many families, organizations and our community, I've been able to help secure a brighter and stronger future."
The ranking by Barron's is based on qualitative and quantitative measures: assets under management (AUM), revenues and quality of their practices. Wietlisbach manages nearly $900 million AUM, while also serving on the leadership team that oversees the firm and more than $6 billion AUM. Wietlisbach originally joined Haverford in 1992 and has worked within the finance industry since 1985. At Haverford, she has seen the company grow significantly as assets have increased by nearly $2.5 billion in the past 13 years. Additionally, Wietlisbach has grown the firm's broker-dealer division by more than doubling revenue in less than 10 years.
"This recognition from Barron's is a validation our region has known for years – Binney is a tremendous leader and visionary," said Joseph J. McLaughlin, Jr., Chairman and CEO of Haverford Trust. "Every day, those around her see her dedication to work, her positive influence in the community and her leadership example for women in business. Wherever she goes, Binney's 'get it done' approach is infectious and by effect, she improves everyone and everything around her."
Wietlisbach's contributions and accomplishments extend beyond her role as president of Haverford Trust. She is an active member on the Board of Directors for Children's Hospital of Philadelphia (CHOP) and the Caroline Buck Foundation. She is a member of the Regional Advisory Board of FOCUS – The Fellowship of Christians in Universities and Schools. Wietlisbach also has played an active role in fundraising for several organizations including the Juvenile Diabetes Research Foundation and CHOP.
A graduate of Pennsylvania State University, Wietlisbach holds FINRA series 7, 24, 27, 63 and 65. Wietlisbach resides in Wayne, PA.
ABOUT HAVERFORD
Haverford, comprised of The Haverford Trust Company and Haverford Financial Services, provides portfolio management, trust and estate planning, banking services, fixed income securities, and retirement services. Founded in Philadelphia in 1979, the Company has more than $6 billion assets under management. Haverford adheres to a Quality Investing philosophy that is committed to maximizing returns while minimizing risk throughout the entire market cycle. Quality Investing focuses solely on A-rated equities that deliver consistent earnings and dividend growth, and investment grade fixed income securities that seek to protect both principal and income, over the long term. The company is based in Radnor, Pennsylvania. For more information, visit www.HaverfordQuality.com.
SOURCE The Haverford Trust Company
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