Judy Stein Joins Haverford Trust as Trust Counsel

Judy Stein
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RADNOR, PA—The Haverford Trust Company, a private firm providing wealth management, trust and estate administration, banking services, financial planning, solutions for nonprofits and retirement plan services, recently announced that Judy Stein has joined the firm as Trust Counsel. In her role, Stein will oversee all legal aspects of Haverford’s Trust and Estate Administration team and advise senior management on fiduciary risk and legal matters.

Stein has over 35 years of experience in the wealth management industry, both as an attorney in private practice and supporting wealth management departments of financial services institutions. Prior to joining Haverford, Stein served as Senior Managing Counsel and Managing Director for BNY Mellon in Philadelphia, Pa. and also oversaw a national team of wealth management lawyers and paralegals.

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