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Dan Geraghty
Portfolio Manager-Equities at
The Haverford Trust Co.
Profile
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.
Dan Geraghty 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 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-Equities | 01/01/2022 |
Former positions of Dan Geraghty
| Companies | Position | End |
|---|---|---|
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 |
Training of Dan Geraghty
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
64
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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