Keith Aleardi Email & Phone Number
President @ The Haverford Trust Company
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Keith Aleardi Location
- Philadelphia, PA, US
Keith Aleardi Work
- 2023 -now President @
- 2011 -2023 EVP and Chief Investment Officer @ Fulton Financial Advisors / Fulton Private Bank
- 2002 -2011 SVP and Director of Investments @
- 2000 -2002 Vice President @
- 1995 -2000 Sales @
Keith Aleardi Education
- Boston University
MS (Finance)
2006-2008 - Ursinus College
BA (Economics)
1985-1989 - St. Joseph's Prep 1981-1985
Keith Aleardi Skills
- Management
- Asset Allocation
- Portfolio Management
- Alternative Investments
- Investment Management
- Wealth Management
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Investments
- Investment Advisory
- Asset Management
- Financial Markets
- Relationship Management
- Wealth Management Services
- Retirement Planning
- Hedge Funds
- Mutual Funds
- Financial Planning
- Team Building
- Finance
- Strategic Planning
- Sales Management
- Financial Analysis
Keith Aleardi Summary
- Keith Aleardi, based in Philadelphia, PA, US, is currently a President at The Haverford Trust Company. Keith Aleardi brings experience from previous roles at Fulton Financial Advisors / Fulton Private Bank, PNC Wealth Management, Deutsche Asset Management and SEI Investments. Keith Aleardi holds a 2006 - 2008 MS in Finance @ Boston University. With a robust skill set that includes Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management and more. Keith Aleardi has 2 emails and 2 mobile phone numbers on RocketReach.
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