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Cynthia Annette Zickel
Portfolio Manager-Equities at The Haverford Trust Co.
Profile
Ms. Cynthia A.
Zickel is Vice President & Portfolio Manager at Haverford Financial Services, Inc. and The Haverford Trust Co. She joined Haverford in 1987.
As a Portfolio Manager, she develops client and advisor relationships and manages investment portfolios.
She is also a Retirement Services Specialist with The Haverford Trust Company.
She has more than 30 years of experience in the finance industry.
Ms. Zickel was employed at a Retail Banking Division in The Philadelphia National Bank.
She received her BS in Finance from LaSalle University.
Cynthia Annette Zickel active positions
Companies | Position | Start |
---|---|---|
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 | 01/04/1987 |
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 | 01/02/2004 |
Former positions of Cynthia Annette Zickel
Companies | Position | End |
---|---|---|
CoreStates Financial Corp. | Corporate Officer/Principal | 31/12/1986 |
Training of Cynthia Annette Zickel
LaSalle University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
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 |
CoreStates Financial Corp. | Finance |
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