Lydia Christine Holiat
Director/Board Member at Philadelphia Hospitality, Inc.
Profile
Ms. Lydia C.
Holiat is a Vice President & Portfolio Manager at Haverford Financial Services, Inc. and at The Haverford Trust Co. She joined The Haverford Trust in May 2011 with more than 20 years of experience in the finance industry.
As a Portfolio Manager, she develops client and advisor relationships and manages investment portfolios.
Ms. Holiat was employed as a Client Service Director by SEI Group, Inc.
She received her undergraduate degree from Lehigh University.
Lydia Christine Holiat active positions
Companies | Position | Start |
---|---|---|
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. | Portfolio Manager-Equities | 2011-04-30 |
Philadelphia Hospitality, Inc. | Director/Board Member | 2012-04-01 |
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. | Portfolio Manager-Equities | 2011-03-31 |
Former positions of Lydia Christine Holiat
Companies | Position | End |
---|---|---|
SEI Group, Inc.
SEI Group, Inc. Engineering & ConstructionIndustrial Services SEI Group, Inc. provides engineering solutions for government agencies and commercial organizations. It offers architecture engineering and design, design- build construction, construction management and inspection, operations and maintenance, utility monitory and controls, electronic security systems, and contingency engineering services. The firm also provides technology validation, demonstration and research and development services. The company was founded by Eloy J. Torrez in 1996 and is headquartered in Huntsville, AL. | Corporate Officer/Principal | - |
Training of Lydia Christine Holiat
Lehigh University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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. | Finance |
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. | Finance |
SEI Group, Inc.
SEI Group, Inc. Engineering & ConstructionIndustrial Services SEI Group, Inc. provides engineering solutions for government agencies and commercial organizations. It offers architecture engineering and design, design- build construction, construction management and inspection, operations and maintenance, utility monitory and controls, electronic security systems, and contingency engineering services. The firm also provides technology validation, demonstration and research and development services. The company was founded by Eloy J. Torrez in 1996 and is headquartered in Huntsville, AL. | Industrial Services |
Philadelphia Hospitality, Inc. |
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