Tom Lynch
Director/Board Member at Chestnut Hill College
Profile
Mr. Thomas J.
Lynch is a Vice President & Portfolio Manager at Haverford Financial Services, Inc. and at The Haverford Trust Co. He has been with Haverford since 2000.
As a Portfolio Manager, he develops client and advisor relationships and manages investment portfolios.
Mr. Lynch was employed as a President & Chief Executive Officer by United Valley Bank, Senior Vice President, Chief Retail Officer, & Director by Jefferson Bank, Senior Vice President by First Fidelity / Fidelity Bank, and Industrial Valley Bank, President by Union League of Philadelphia and Investment Committee by Union League of Philadelphia.
He received his B.S.
degree from LaSalle University.
Tom Lynch active positions
Companies | Position | Start |
---|---|---|
Chestnut Hill College | Director/Board Member | - |
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. | Portfolio Manager-Equities | 2007-01-31 |
Former positions of Tom Lynch
Companies | Position | End |
---|---|---|
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. | Portfolio Manager-Equities | 2022-12-31 |
United Valley Bancorp, Inc.
United Valley Bancorp, Inc. Regional BanksFinance United Valley Bancorp, Inc. is a state commercial bank. The company is based in Philadelphia, PA. United Valley Bancorp was acquired by JeffBanks, Inc. on January 21, 1997 for $22.40 million. | President | - |
Industrial Valley Bank | Corporate Officer/Principal | - |
Philadelphia Convention & Visitors Bureau, Inc.
Philadelphia Convention & Visitors Bureau, Inc. Miscellaneous Commercial ServicesCommercial Services Philadelphia Convention & Visitors Bureau, Inc. organizes meetings, conventions, and tradeshows. The private company is based in Philadelphia, PA, and has subsidiaries in the United States. | 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. | Corporate Officer/Principal | - |
Training of Tom Lynch
LaSalle University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
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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 |
Jefferson Bank (Haverford, Pennsylvania) | Finance |
United Valley Bancorp, Inc.
United Valley Bancorp, Inc. Regional BanksFinance United Valley Bancorp, Inc. is a state commercial bank. The company is based in Philadelphia, PA. United Valley Bancorp was acquired by JeffBanks, Inc. on January 21, 1997 for $22.40 million. | Finance |
Fidelity Bancorp, Inc. (Pennsylvania)
Fidelity Bancorp, Inc. (Pennsylvania) Regional BanksFinance Fidelity Bancorp, Inc. operates as a bank holding company. It operates through its wholly owned subsidiary, Fidelity Bank PaSB, which provides personal banking services and business banking services such as checking accounts, online banking, savings account and loan center. The company was founded in 1993 and is headquartered in Pittsburgh, PA. | 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 |
Industrial Valley Bank | |
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. | Commercial Services |
Philadelphia Convention & Visitors Bureau, Inc.
Philadelphia Convention & Visitors Bureau, Inc. Miscellaneous Commercial ServicesCommercial Services Philadelphia Convention & Visitors Bureau, Inc. organizes meetings, conventions, and tradeshows. The private company is based in Philadelphia, PA, and has subsidiaries in the United States. | Commercial Services |
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