Keith Aleardi, CFA

Experience

• 

  SEI Investments

  Mar 1995 - May 2000

  Sales
• 

  Deutsche Asset Management

  Feb 2000 - May 2002

  Vice President
• 

  PNC Wealth Management

  May 2002 - Nov 2011

  SVP & Director of Investments

  Oversee the investment activities of the High Net Worth business of nearly $3 Billion in the New Jersey market. This includes the overall delivery of a consistent client experience through the execution of investment strategies and relationship management practices utilizing PNC manager platform and proprietary investment models.

• 

  Fulton Financial Advisors / Fulton Private Bank

  Nov 2011 - Feb 2023

  EVP & Chief Investment Officer

  Responsible for leading the investment organization including the setting of investment direction, overall investment policy and client portfolio management guidelines. Provide leadership and motivation to the highly skilled and experienced investment team and a vision for growing the investment business in collaboration with the sales and relationship management organizations. Direct management of client portfolios and act as corporate spokesperson for all economic and market outlooks.

• 

  The Haverford Trust Company

  Feb 2023 - now

  President