Member Spotlight

WIN’s Member Spotlight provides a glimpse inside the diverse and experienced talent within our organization

Cindy Rota headshot

Cindy Rota

WIN’s Member Spotlight showcases the diverse and experienced talent within our organization. For our latest Member Spotlight, WIN proudly features

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Ella Ferris headshot

Ella Ferris

As part of the Women in Investing Network (WIN) of Philadelphia’s Member Spotlight series, we’re excited to feature Ella Ferris,

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Jana Holt

Jana Holt

In this edition, we spoke with Jana Holt, Global Director, Sustainable Investing Solutions at SEI. Jana, who is nominated ESG

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This Month's Feature Sponsor

The Haverford Trust Company

 

The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.  Read more …..

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