Donna Tait Coulson
Profile
Donna Tait Coulson worked as a Principal at PNC Bank, NA (Investment Management) and Wilmington Trust of Pennsylvania.
She also worked as a Vice President & Portfolio Manager at The Haverford Trust Co. and as a Private Investor at Haverford Financial Services, Inc. Coulson received an undergraduate degree from West Chester University of Pennsylvania.
Former positions of Donna Tait Coulson
Companies | Position | End |
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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 | - |
Wilmington Trust of Pennsylvania
Wilmington Trust of Pennsylvania Investment ManagersFinance Wilmington Trust of Pennsylvania (WTP), located in Villanova, Pennsylvania, is a subsidiary of Wilmington Trust Investment Management LLC. Their ultimate parent is Wilmington Trust Corporation (NYSE: WL). They also have an office in Philadelphia. | Corporate Officer/Principal | - |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | - |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance The Haverford Trust Co. is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1979 and is owned by Drexel Morgan & Co. Haverford Trust provides trust and investment management services to a wide range of individuals and institutional investors. | Portfolio Manager-Equities | - |
Training of Donna Tait Coulson
West Chester University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 4 |
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The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance The Haverford Trust Co. is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1979 and is owned by Drexel Morgan & Co. Haverford Trust provides trust and investment management services to a wide range of individuals and institutional investors. | Finance |
Wilmington Trust of Pennsylvania
Wilmington Trust of Pennsylvania Investment ManagersFinance Wilmington Trust of Pennsylvania (WTP), located in Villanova, Pennsylvania, is a subsidiary of Wilmington Trust Investment Management LLC. Their ultimate parent is Wilmington Trust Corporation (NYSE: WL). They also have an office in Philadelphia. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | 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 |
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