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David Christopher Peppard
Portfolio Manager-Equities at The Haverford Trust Co.
Network origin in David Christopher Peppard first degree
Entity | Entity type | Industry | |
---|---|---|---|
Haverford Financial Services, Inc.
![]() Haverford Financial Services, Inc. Investment ManagersFinance Haverford Financial Services, Inc. (HFS) is a registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded by George W. Connell in 2004 and is a wholly owned by Drexel Morgan & Co. HFS provides investment advice to individuals, banks and thrift institutions, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, business entities, state and municipal government entities and unions.
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| Subsidiary | Investment Managers | 26 |
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 provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. 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. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns.
20
| Subsidiary | Investment Managers | 20 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David Christopher Peppard via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
FISERV, INC. | Regional Banks | Corporate Officer/Principal | |
Lehman Brothers Holdings, Inc.
![]() Lehman Brothers Holdings, Inc. Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. engages in the provision of securities underwriting and investment services. The company is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
PNC FINANCIAL SERVICES GROUP, INC. | Major Banks | Corporate Officer/Principal | |
WSFS FINANCIAL CORPORATION | Savings Banks | Director/Board Member | |
UNITED NATURAL FOODS, INC. | Food Distributors | Investor Relations Contact | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Logan Capital Management, Inc.
![]() Logan Capital Management, Inc. Investment ManagersFinance Logan Capital Management, Inc. (Logan Capital) is employee-owned, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. The firm was founded in 1993 by Al Besse, Stephen S. Lee, and Dana H. Stewardson. Logan Capital provides investment supervisory services either on a discretionary or non-discretionary basis to institutions, individuals and high net-worth individuals, corporations or other business entities, registered investment companies (mutual funds), private comingled funds/pooled investment vehicles, endowments, foundations, and trusts, private pensions and profit sharing plans (ERISA), insurance companies, public funds, Taft-Hartley Plans, wrap programs, and sub-advisory relationships to RIAs and broker-dealers. | Investment Managers | Portfolio Manager-Fixed Income Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
1919 Investment Counsel LLC
![]() 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Investment Managers | Corporate Officer/Principal | |
University of Pittsburgh | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
GSAM Strategist Portfolios LLC
![]() GSAM Strategist Portfolios LLC Investment ManagersFinance Standard & Poor's Investment Advisory Services LLC (SPIAS) is investment research firm and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of S&P Global, Inc. (NYSE: SPGI), formerly McGraw Hill Financial, Inc. SPIAS’ advisory services are generally offered to institutions (e.g., broker-dealers, investment advisers, investment companies and other financial institutions). SPIAS does not generally provide its advisory services directly to retail clients, but its services may be used by its clients in advising their own underlying clients, which may include retail clients. SPIAS also provides advisory consulting services to institutional clients and investment managers-of-investment funds, and investment sub-advisory services for registered investment companies, including open-end mutual funds and other institutions. S&P Global's operations consist of three reportable segments: S&P Global Ratings, S&P Global Platts, and S&P Dow Jones Indices. S&P Global Ratings is an independent provider of credit ratings, research and analytics to investors, issuers and market participants. It includes the NRSRO and certain other ratings-related businesses. S&P Global Platts provides essential price data, analytics, and industry insight that enable commodities markets to perform with greater transparency and efficiency. S&P Dow Jones Indices is a global index provider that maintains a wide variety of indices to meet an array of investor needs. In 2016, CFRA acquired S&P Global Market Intelligence’s Equity and Fund Research business (formerly known as S&P Capital IQ and SNL) from S&P Global, Inc. | Investment Managers | Analyst-Equity | |
Wilmington Savings Fund Society, FSB
![]() Wilmington Savings Fund Society, FSB Regional BanksFinance Wilmington Savings Fund Society, FSB provides financial services. It operates as a locally managed community banking institution serving Delaware Valley families and businesses of all sizes. Its subsidiaries or divisions include, cash connect, Christiana trust, Christiana trust company of DE, cypress capital management, powder mill financial solutions, WSFS wealth investments, west capital management and WSFS mortgage. The company was founded in 1832 and is headquartered in Wilmington, DE. | Regional Banks | Director/Board Member | |
Anexinet Corp.
![]() Anexinet Corp. Packaged SoftwareTechnology Services Anexinet Corp. engages in the provision of systems integration and technology management services. It offers mobility and application solutions, infrastructure and business intelligence, innovation center, strategic product sourcing, and managed services. The company was founded by Diego Calderin in 2000 and and is headquartered in Blue Bell, PA. | Packaged Software | Founder | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Acatar Consulting Group
![]() Acatar Consulting Group Packaged SoftwareTechnology Services Part of John Wiley & Sons, Inc., Acatar Consulting Group is a company that provides online education technology solutions. The company is based in West Chester, PA. The company was founded by Diego F. Calderin. | Packaged Software | Founder | |
Actium Pharmaceuticals, Inc.
![]() Actium Pharmaceuticals, Inc. Pharmaceuticals: MajorHealth Technology Part of Easton Pharmaceuticals, Inc., Actium Pharmaceuticals, Inc. develops pharmaceutical products. Actium Pharmaceuticals was acquired by L.A.M. Industries, Inc. on February 04, 2003. | Pharmaceuticals: Major | Corporate Officer/Principal | |
Drexel Morgan Capital Advisers, Inc.
![]() Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Investment Committee Member Portfolio Manager-Equities Corporate Officer/Principal | |
Bloomsburg University of Pennsylvania | College/University | Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Dickinson College | College/University | Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Masters Business Admin | |
LaSalle University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
The Pennsylvania State University | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree | |
Pennsylvania Academy of the Fine Arts
![]() Pennsylvania Academy of the Fine Arts Miscellaneous Commercial ServicesCommercial Services Pennsylvania Academy of the Fine Arts operates as a fine arts school and a museum. The firm offers fine arts education, such as painting, drawing, printmaking, and sculpture. It also archives house materials for the study of American art history, museums, and art training. The company was founded in 1805 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Modis, Inc.
![]() Modis, Inc. Miscellaneous Commercial ServicesCommercial Services Modis, Inc. provides information technology resource management services. Its services include staff augmentation, direct placement and project management. The firm supplies in various technical disciplines, such as business analysis, database design, administration, help desk, Mainframe programming, engineering, quality assurance, testing, software development, engineering, systems analysis and technical writing. It serves banking, education, financial services, government, healthcare, hospitality, travel, insurance, manufacturing, media, entertainment, pharmaceutical, retail, technology, telecommunications, transportation and utility industries. The company was founded in 1986 and is headquartered in Jacksonville, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Philadelphia University | College/University | Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree | |
Legg Mason & Co. LLC (Maryland)
![]() Legg Mason & Co. LLC (Maryland) Investment ManagersFinance Part of Franklin Resources, Inc., Legg Mason & Co. LLC is a company based in Baltimore, MD that provides asset management services. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 45 |
Japan | 2 |
Sectoral
Finance | 24 |
Consumer Services | 15 |
Technology Services | 4 |
Commercial Services | 3 |
Distribution Services | 2 |
Operational
Corporate Officer/Principal | 58 |
Director/Board Member | 45 |
Portfolio Manager-Equities | 44 |
Undergraduate Degree | 28 |
Analyst-Equity | 17 |
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