William J. Kline

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.

United Way of Greater Philadelphia & Southern New Jersey provides social services. It helps in education, financial stability and health sectors. The company was founded in 1921 and is headquartered in Philadelphia, PA.

ClubCorp USA, Inc. owns and operates golf courses and private clubs. The firm operates private golf and country clubs, business clubs, sports clubs, and alumni clubs. The company was founded by Robert H. Dedman, Sr. on November 11, 1957 and is headquartered in Dallas, TX.

American Heart Association, Inc. operates a voluntary health organization funded by private contributions. The organization offers services for coronary heart diseases and strokes, high blood cholesterol & physical inactivity, obesity, and diabetes. The company was founded in 1924 and is headquartered in Dallas, TX.

Crohn's & Colitis Foundation of America is a non-profit organization that is run by volunteers. The non-profit company is based in New York, NY and has subsidiaries in the United States. The organization is dedicated to finding cures for Crohn's disease and ulcerative colitis, and improving the quality of life of children and adults affected by these diseases. The CEO of the company is Richard J. Geswell.

Part of ClubCorp Holdings, Inc., Pyramid Club Management, Inc. is a membership sports and recreation club. The company is based in Philadelphia, PA. The company was founded by Timothy J. Ericson.

Women in Cable Telecommunications (WICT) is a nonpartisan organization that aims to create women leaders who transform the cable media industry. The non-profit company is based in Chantilly, VA. The company achieves this by providing professional development programs, commissioning original gender research, and supporting a B2B network that helps advance women. WICT has partnered with media and technology companies for over 40 years to build a more robust pipeline of women leaders. The company was founded in 1979 by Patricia L. McCaskill. Maria E. Brennan has been the CEO of the company since 2009.

Trustees Council of Penn Women engages in promoting women's issues. The private company is based in Philadelphia.

FS Credit Real Estate Income Trust, Inc. engages in the acquisition and management of portfolio of senior loans secured by commercial real estate. It also invests across property types such as office, multifamily, mixed use, hospitality, retail, and industrial. The company was founded on November 7, 2016 and is headquartered in Philadelphia, PA.

The Museum of the American Revolution operates a museum that showcases the American Revolution through galleries, theater experiences, and interactive digital elements. The museum is based in Philadelphia, PA. The CEO of the non-profit company is R. Scott Stephenson.

The Foreign Policy Research Institute operates as a research institute. The non-profit company is based in Philadelphia, PA.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Auxilior Capital Partners, Inc. provides capital finance solutions. It offers equipment financing and leasing services to middle-market businesses. The firm serves the construction and infrastructure, franchise finance, transportation and logistics finance, and healthcare industry. The company is headquartered in Plymouth Meeting, PA.

Patriot Financial Manager LP (Patriot Financial Partners) is a private equity firm founded in 2007 by Kirk Wycoff, James J. Lynch and Ira M. Lubert. The firm is headquartered in Radnor, Pennsylvania.

Title Alliance Ltd. creates and manages RESPA-compliant title insurance joint-ventured offices with realtors. It provides a wealth of tools, resources and experiences for ABA. The company was founded in 1983 and is headquartered in Media, PA.

The Franklin Institute is a non-profit organization that provides science and technology learning services. The company was founded by Samuel Vaughan Merrick and William H. Keating in Feb 5, 1984 and is headquartered in Philadelphia, PA.

The Barnes Foundation is a non-profit organization, which engages in promoting the advancement of education and appreciation of fine art and horticulture. It also provides facilities for educational programs as well as special exhibitions and visitor amenities. The company was founded by Albert Coombs Barnes in 1922 and is headquartered in Philadelphia, PA.

Malvern Preparatory School operates as a non-profit organization. It is a private and independent Catholic school for boys in grades 6 through 12. The company is headquartered in Malvern, PA.

The Union League of Philadelphia owns and operates club and organizes social activities. It also owns and operates the parking garage. The firm has two satellite facilities for members-The Union League Golf Club at Torresdale located in Northeast Philadelphia and The Bungalow, a private dining room, located in Stone Harbor, NJ. The company was founded in 1862 and is headquartered in Philadelphia, PA.

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.

The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA.

PatientFi LLC provides technology services. The company was founded in 2017 and is headquartered in Irvine, CA.

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.