Pennsylvania Trust

DIRECT PHONE: 610-977-0251
EMAIL: delong@penntrust.com

Senior Vice President and Director of Portfolio Management

Mr. DeLong is Senior Vice President and Director of Portfolio Management of Pennsylvania Trust. His principal responsibility is to oversee the portfolio management group. As leader of the Equity Income investment team, he develops and implements policy, strategy, and security selection.

Previously with Morgan Stanley/Smith Barney, Mr. DeLong has in excess of 20 years’ experience in the investment industry, including equity research as well as portfolio management for individuals and families. He was at Morgan Stanley/Smith Barney for over 10 years, most recently as Vice President of Wealth Management.

Mr. DeLong holds the Chartered Financial Analyst® Designation and is a member of both CFA Institute and CFA Society Philadelphia. The CFA® designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Mr. DeLong serves as an Elder and Trustee in his church and as a volunteer for a number of community
organizations.