CoverProfile

Terrance Rebello

Senior Research Analyst

The Haverford Trust Company

United States, Pennsylvania, Plymouth Meeting

About Me

Experienced Portfolio Manager and Manager search analyst with proven technical and relationship management skills. Developed processes to review investment managers and estimating capital market returns. Developed processes which streamlined investment operations and conducted research that influenced investment strategy. Developed Python scripts to source managers.

Profile Information

Senior Research Analyst

The Haverford Trust Company

Operations Team

Investor

Trust

Plymouth Meeting

Pennsylvania

United States

Aug 14, 2025

Work Experience

The Haverford Trust Company

Senior Research Analyst
Jul 2021 - Present

Drexel Morgan Capital Advisers, Inc.

Portfolio Manager
Dec 2018 - Jun 2021

Morgan Stanley Investment Management

Middle office Accounting Associate
Apr 2008 - Jan 2009

Merrill Lynch Investment Managers

Financial Advisor Intern
Aug 2003 - May 2004

More profiles to browse

Profile Photo
Kathleen Hill
Retired
Profile Photo
Kimberly Southmayd
Senior Investment Officer
Profile Photo
Tim Hoyle
Vice President & Chief Investment Officer
Profile Photo
Betty Tafel
Senior Investment Officer

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management