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Mr. Files is Vice President at Pennsylvania Trust. He is responsible for providing wealth management solutions to families and institutional relationships. In addition, Mr. Files is a member of the investment team that develops and implements investment policy, strategy, and security selection.
Mr. Files has over 20 years of experience in the investment management industry, including the management of trust accounts, family relationships, endowments, and foundations. Prior to joining Pennsylvania Trust, Mr. Files was Vice President and Portfolio Manager at The Haverford Trust Company where he served as the lead Relationship Manager for institutional and family relationships. Mr. Files began his investment career at The Vanguard Group and then SEI Investments, where he was responsible for managing institutional clients.
Mr. Files serves on a number of not-for-profit boards and committees and earned his Certified Financial
Planner designation in 2004.