John D'Anna, Cfp®
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John D'Anna, Cfp® Email & Phone Number

Vice President and Portfolio Manager at The Haverford Trust Company
Location: Greater Philadelphia, United States, United States 6 work roles 2 schools
1 work email found @hirtlecallaghan.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@hirtlecallaghan.com
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Current company
The Haverford Trust Company
Role
Vice President and Portfolio Manager
Location
Greater Philadelphia, United States, United States
Company size
169 employees

Who is John D'Anna, Cfp®? Overview

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Quick answer

John D'Anna, Cfp® is listed as Vice President and Portfolio Manager at The Haverford Trust Company, a company with 169 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at hirtlecallaghan.com and a matched LinkedIn profile for John D'Anna, Cfp®.

John D'Anna, Cfp® previously worked as Director at Hirtle, Callaghan & Co. and Head Of Client Services at Hirtle, Callaghan & Co.. John D'Anna, Cfp® holds Executive Mba, Business Administration And Management, General from Cornell University - Johnson Graduate School Of Management.

Company email context

Email format at The Haverford Trust Company

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*@hirtlecallaghan.com
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AeroLeads found 1 current-domain work email signal for John D'Anna, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About John D'Anna, Cfp®

15-year wealth management veteran, Director, Co-Leader of high-net-worth business, advisor to families and individuals, CFP®, Cornell MBA.Deep industry experience includes: Investment management, financial planning, estate planning, private equity and venture capital access for entrepreneurs, business owners, C-Suite executives, lawyers and doctors.

Listed skills include Management, Microsoft Powerpoint, Social Media, Wealth Management, and 6 others.

Current workplace

John D'Anna, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

The Haverford Trust Company
The Haverford Trust Company
Vice President and Portfolio Manager
Philadelphia, PA, US
Website
haverfordquality.com
Employees
169
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Company profile
View company profile Email format
6 roles

John D'Anna, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President

Emm Wealth

New York, New York, United States

Mar 2017 - Sep 2018

Associate

Emm Wealth

Since 1968, Executive Monetary Management (EMM) has helped individuals and families to preserve their wealth, plan for the future, and provide for their families for generations to come. In doing so, we simplify our clients’ complex financial affairs, empowering them with the peace of mind that comes from knowing our team of world-class professionals is.

Feb 2014 - Feb 2017

Investment Analyst

Emm

New York City

Jul 2010 - Feb 2014
Team & coworkers

Colleagues at The Haverford Trust Company

Other employees you can reach at haverfordquality.com. View company contacts for 169 employees →

NL Norm Lubin Norm Lubin Colleague at The Haverford Trust Company Wayne, Pennsylvania, United States, United States View → NJ Nicholas Jefferies Nicholas Jefferies Colleague at The Haverford Trust Company Philadelphia, Pennsylvania, United States, United States View → JG Jennifer G. Anderson, Qkc, Qka, Pmp Jennifer G. Anderson, Qkc, Qka, Pmp Colleague at The Haverford Trust Company Newtown Square, Pennsylvania, United States, United States View → TK Thomas Krienen Thomas Krienen Colleague at The Haverford Trust Company Philadelphia, Pennsylvania, United States, United States View → AZ Anita Zippert Anita Zippert Colleague at The Haverford Trust Company Wayne, Pennsylvania, United States, United States View → KS Kimberly Southmayd Kimberly Southmayd Colleague at The Haverford Trust Company Wallingford, Pennsylvania, United States, United States View → CH Charles Homer Charles Homer Colleague at The Haverford Trust Company Wayne, Pennsylvania, United States, United States View → CL Carrie Lauer Carrie Lauer Colleague at The Haverford Trust Company Greater Philadelphia, United States View → JN John Niles John Niles Colleague at The Haverford Trust Company Wayne, Pennsylvania, United States, United States View → BF Brian Fisher Brian Fisher Colleague at The Haverford Trust Company West Chester, Pennsylvania, United States, United States View →
2 education records

John D'Anna, Cfp® education

FAQ

Frequently asked questions about John D'Anna, Cfp®

Quick answers generated from the profile data available on this page.

What company does John D'Anna, Cfp® work for?

John D'Anna, Cfp® works for The Haverford Trust Company.

What is John D'Anna, Cfp®'s role at The Haverford Trust Company?

John D'Anna, Cfp® is listed as Vice President and Portfolio Manager at The Haverford Trust Company.

What is John D'Anna, Cfp®'s email address?

AeroLeads has found 1 work email signal at @hirtlecallaghan.com for John D'Anna, Cfp® at The Haverford Trust Company.

Where is John D'Anna, Cfp® based?

John D'Anna, Cfp® is based in Greater Philadelphia, United States, United States while working with The Haverford Trust Company.

What companies has John D'Anna, Cfp® worked for?

John D'Anna, Cfp® has worked for The Haverford Trust Company, Hirtle, Callaghan & Co., Emm Wealth, and Emm.

Who are John D'Anna, Cfp®'s colleagues at The Haverford Trust Company?

John D'Anna, Cfp®'s colleagues at The Haverford Trust Company include Norm Lubin, Nicholas Jefferies, Jennifer G. Anderson, Qkc, Qka, Pmp, Thomas Krienen, and Anita Zippert.

How can I contact John D'Anna, Cfp®?

You can use AeroLeads to view verified contact signals for John D'Anna, Cfp® at The Haverford Trust Company, including work email, phone, and LinkedIn data when available.

What schools did John D'Anna, Cfp® attend?

John D'Anna, Cfp® holds Executive Mba, Business Administration And Management, General from Cornell University - Johnson Graduate School Of Management.

What skills is John D'Anna, Cfp® known for?

John D'Anna, Cfp® is listed with skills including Management, Microsoft Powerpoint, Social Media, Wealth Management, High Level Relationship Management, Collaborative Problem Solving, Business Development, and Investment Advisory.

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