Bryan Tracy Email & Phone Number

Director of Portfolio Management @ The Haverford Trust Company

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Bryan Tracy Location

Philadelphia, PA, US

Bryan Tracy Work

2026 - now Director of Portfolio Management @ The Haverford Trust Company
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2018 - 2026 Vice President and Director of Wealth Planning @ The Haverford Trust Company
2016 - 2018 Vice President and Wealth Strategist @ PNC
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2012 - 2015 Associate Wealth Planner @ PNC
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2011 - 2012 Wealth Management Associate @ PNC
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2011 - 2011 Loan Syndications Specialist @ JPMorgan Chase & Co.
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2010 - 2011 Financial Representative @ Northwestern Mutual
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Bryan Tracy Education

Brown University
Bachelor of Arts (Economics)
2006 - 2010

Bryan Tracy Skills

Investments
Asset Allocation
Wealth Management

Portfolio Management
Mutual Funds
Financial Analysis
Retirement Planning
Strategic Financial Planning
Financial Modeling
Fixed Income

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Bryan Tracy Summary

Bryan Tracy, based in Philadelphia, PA, US, is currently a Director of Portfolio Management at The Haverford Trust Company. Bryan Tracy brings experience from previous roles at The Haverford Trust Company and PNC Bank. Bryan Tracy holds a 2006 - 2010 Bachelor of Arts in Economics @ Brown University. With a robust skill set that includes Investments, Asset Allocation, Wealth Management, Portfolio Management, Mutual Funds and more. Bryan Tracy has 3 emails and 1 mobile phone numbers on RocketReach.

Bryan Tracy Emails

Found 3 emails

Bryan Tracy Phone Numbers

Found 2 phone numbers

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Philadelphia, PA, US
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- gmail.com
- haverfordquality.com
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Joseph McLaughlin

Chairman and CEO at The Haverford Trust Company

Wayne, PA, US
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Keith Aleardi

President at The Haverford Trust Company

Philadelphia, PA, US
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Laura Kirkpatrick

Vice President, Institutional Portfolio Manager at The Haverford Trust Company

Philadelphia, PA, US
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Diane Goldstein

Vice President, Director of Operations at The Haverford Trust Company

Berwyn, PA, US
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Halie O'Shea

Vice President and Director of Research at The Haverford Trust Company

Philadelphia, PA, US
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Seth Horwitz

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John Derderian

Vice President at The Haverford Trust Company

Jenkintown, PA, US
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John Donaldson

Vice President and Director of Fixed Income at The Haverford Trust Company

Malvern, PA, US
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Lindsey Pierce

Vice President and Portfolio Manager at The Haverford Trust Company

Philadelphia, PA, US
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Cynthia Zickel

Vice President and Portfolio Manager at The Haverford Trust Company

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Dan Geraghty

Vice President at The Haverford Trust Company

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