Norm Lubin Joins Haverford Trust to Lead Business Development and Client Service Teams
RADNOR, Pa., May 18 /PRNewswire/ -- The Haverford Trust Company, a private firm providing portfolio management, trust and estate planning, banking services, fixed income securities, and retirement services, recently announced the hiring of Norm Lubin, a 30-year veteran of the investment management services industry. At Haverford, Lubin will provide leadership and guidance for business development and client retention strategies. Lubin joins Haverford after having been a consultant to the firm for nearly two years.
"First and foremost, Norm understands what it means to represent Haverford," said Joseph J. McLaughlin, Jr., Chairman and CEO of Haverford Trust. "He will work to ensure that our clients and prospective clients understand the Haverford philosophy and receive the stellar service that is our hallmark. We're thrilled to have Norm share his breadth of experience with us as we continue to bolster our outreach and client relationship strategies."
Lubin brings to Haverford an illustrious career in the investment management industry, having held sales and marketing positions at firms such as State Street Advisors and The Boston Company. Most recently, Lubin was a consultant within the industry, advising wealth managers, hedge funds, mutual funds, banks and insurance companies on growing their business.
Lubin has marketed investment services to individuals, corporations, and foundations and endowments. At State Street, Lubin won the prestigious "Salesperson of the Year" award three consecutive years. At The Boston Company, Lubin held Director of Sales and Marketing positions for the firm's private client group and subsequently, the institutional client services division. An industry speaker and published author, Lubin's opinions and views have appeared in a variety of publications including The Wall Street Journal, Institutional Investor, and Pensions & Investments.
A graduate of Temple University, Lubin also holds an advanced degree in financial planning from Boston University. Lubin resides in Blue Bell, PA.
ABOUT HAVERFORD
Haverford, comprised of The Haverford Trust Company and Haverford Financial Services, provides portfolio management, trust and estate planning, banking services, fixed income securities, and retirement services. Founded in Philadelphia in 1979, the Company has more than $6 billion assets under management. Haverford adheres to a Quality Investing philosophy that is committed to maximizing returns while minimizing risk throughout the entire market cycle. Quality Investing focuses solely on A-rated equities that deliver consistent earnings and dividend growth, and investment grade fixed income securities that seek to protect both principal and income, over the long term. The company is based in Radnor, Pennsylvania. For more information, visit www.HaverfordQuality.com.
SOURCE The Haverford Trust Company
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