Economic/Market Update

Date: Wednesday, January 17, 2024
Time: 5:30pm - 8:00pm
Location: William Penn Inn
Speaker: Henry B. Smith, The Haverford Trust Company


This meeting will provide an economic outlook for 2024,  focusing on the U.S. economy, financial markets, interest rates, what the Federal Reserve will do, as well as global events.

Thank you to Haverford Trust for sponsoring this meeting.  Please visit their website here:

Our schedule is 5:30-6:15pm networking, 6:15-7pm dinner,  presentation 7-8pm.


Our Speaker

Mr. Henry Smith has been with Haverford since 1991. Hank guides the firm’s efforts to ensure the quality, consistency, and implementation of the investment philosophy. He is a voting member of the Investment Selection Committee and serves on the Board of Directors of The Haverford Trust Company. Hank is also a frequently called-upon resource for local, regional and national media sources like Bloomberg, Reuters, Associated Press, and CNBC for financial and economic thought leadership.

Achievements & Recognitions

  • “Financial and Economic Thought Leadership,” Bloomberg
  • “Financial and Economic Thought Leadership,” CNBC
  • “Financial and Economic Thought Leadership,” Fox Business


Certifications & Education

  • B.A., Franklin and Marshall College
  • FINRA Series 7, 63, and 65


Board Affiliations & Professional Membership

  • Trustee, Avon Old Farms School
  • Trustee, Pennsylvania Historical Society
  • Trustee Emeritus, Pennsylvania Academy of the Fine Arts


Previous Experience

  • Assistant Vice President / Portfolio Manager, Mellon Bank
  • Senior Investment Officer / Portfolio Manager, PNC Bank


Previous Board Affiliations

  • Trustee, Franklin & Marshall College
  • Trustee, Camp Tecumseh
  • Trustee, Rectory School


Research Support Team

  • Timothy Hoyle, CFA, Chief Investment Officer
  • Maxine Cuffe, CFA, Vice President & Director of Global Strategies
  • Halie W. O’Shea, Vice President & Director of Research
  • Terrance Rebello, CFA, CIPM, Senior Research Analyst
  • Michael J. Sadovy, Senior Research Analyst
  • Noah J. Fisher, CFA, Senior Research Analyst
  • Joshua P. Giacalone, Corporate Sustainability Analyst
  • Huy Nhu, CFA, Research Associate
  • Conor Osborne, CFA, Trading & Portfolio Implementation Specialist

See Upcoming Event Calendar