Hank Smith

Head-Equity Investments at

Haverford Financial Services, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. Henry B. Smith is a Director & Head of Investment Strategy at Haverford Financial Services, Inc. and a Director & Head of Investment Strategy at The Haverford Trust Co. He is on the Board of Directors at The Haverford Trust Co. He has been with Haverford since 1991.
He guides the firm’s efforts to ensure the quality, consistency, and implementation of the investment philosophy.
He is a voting member of the Investment Selection Committee and serves on the Board of Directors of The Haverford Trust Company.
Mr. Smith was previously employed as a Principal by Mellon Bank, NA, a Trustee-Emeritus by Pennsylvania Academy of the Fine Arts, and a Principal by The PNC Financial Services Group, Inc. He received his undergraduate degree from Franklin & Marshall College.

Hank Smith 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.	Director/Board Member	01/01/1991
Haverford Financial Services, Inc. Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach.	Head-Equity Investments	01/01/2023

All active positions of Hank Smith

Former positions of Hank Smith

Companies	Position	End
THE PNC FINANCIAL SERVICES GROUP, INC.	Corporate Officer/Principal	-
Pennsylvania Academy of the Fine Arts Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Operates a fine arts school and a museum	Director/Board Member	-
Mellon Bank, NA Mellon Bank, NA Regional BanksFinance Provides commercial banking services	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Mellon Bank, NA Mellon Bank, NA Regional BanksFinance Provides commercial banking services	Finance
The PNC Financial Services Group, Inc. The PNC Financial Services Group, Inc. Major BanksFinance Operates as a financial holding company whose subsidiary provides banking and asset management services	Finance
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
Franklin & Marshall College Franklin & Marshall College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Haverford Financial Services, Inc. Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach.	Finance
Pennsylvania Academy of the Fine Arts Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Operates a fine arts school and a museum	Commercial Services

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