Profil
Ms. Mimi V.
Ness is Chief Compliance Officer at Haverford Trust Co. and Chief Compliance Officer at Haverford Investment Management.
Prior to joining Haverford in 2005, Ms. Ness was previously employed as Compliance Director by PNC Managed Investments, Inc. and Managing Partner by Regulatory Compliance Associates, Inc.
Ms. Ness received her undergraduate degree from The State University of New York and a graduate degree from The Rockefeller University.
Anciens postes connus de Mimi V. Ness
| Sociétés | Poste | Fin |
|---|---|---|
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach. | Corporate Officer/Principal | - |
PNC Managed Investments, Inc.
PNC Managed Investments, Inc. Investment ManagersFinance PNC Managed Investments offers managed investment programs including fixed and flexible UMAs, mutual fund wrap/ETF wrap programs and separately managed accounts. They design and implement open-architecture investment solutions for broker/dealers, banks, insurance companies, investment advisors and asset managers. The firm constructs active asset allocation strategies based on each client's time horizons, investmetn objectives and risk tolerance. Their investment process centers on diversification, a long-term focus, a contrarian approach and prudent aggression. PNC uses diversification to limit extreme short-term fluctuations and portfolio volatility. They seek to reduce risk and volatility by allocating assets across a variety of different, less correlated asset classes and across investment products with different management styles. They also use diversification to provide continual exposure to outperforming investments as asset classes and styles move in and out of favor. The firm takes a long-term investment approach which affords greater risk tolerance and the opportunity for assets to grow through compounding. They are not overly concerned with short-term market results. PNC takes a contrarian approach to asset class valuations to reduce the risk of buying at a cycle's peak only to be undercut by the inevitable correction. PNC believes that inflation rather than volatility poses the greatest threat to purchasing power and financial security. Their approach is based on taking prudent risk and managing it when possible. | Corporate Officer/Principal | - |
Regulatory Compliance Associates, Inc.
Regulatory Compliance Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Provides regulatory and compliance services for pharmaceutical, medical and biotechnical sectors | Corporate Officer/Principal | - |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to maximize returns while minimizing risk throughout the entire market cycle. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. | Compliance Officer | - |
Formation de Mimi V. Ness
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to maximize returns while minimizing risk throughout the entire market cycle. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. | Finance |
PNC Managed Investments, Inc.
PNC Managed Investments, Inc. Investment ManagersFinance PNC Managed Investments offers managed investment programs including fixed and flexible UMAs, mutual fund wrap/ETF wrap programs and separately managed accounts. They design and implement open-architecture investment solutions for broker/dealers, banks, insurance companies, investment advisors and asset managers. The firm constructs active asset allocation strategies based on each client's time horizons, investmetn objectives and risk tolerance. Their investment process centers on diversification, a long-term focus, a contrarian approach and prudent aggression. PNC uses diversification to limit extreme short-term fluctuations and portfolio volatility. They seek to reduce risk and volatility by allocating assets across a variety of different, less correlated asset classes and across investment products with different management styles. They also use diversification to provide continual exposure to outperforming investments as asset classes and styles move in and out of favor. The firm takes a long-term investment approach which affords greater risk tolerance and the opportunity for assets to grow through compounding. They are not overly concerned with short-term market results. PNC takes a contrarian approach to asset class valuations to reduce the risk of buying at a cycle's peak only to be undercut by the inevitable correction. PNC believes that inflation rather than volatility poses the greatest threat to purchasing power and financial security. Their approach is based on taking prudent risk and managing it when possible. | Finance |
The State University of New York
The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Rockefeller University
The Rockefeller University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Haverford Financial Services, Inc.
Haverford Financial Services, Inc. Investment ManagersFinance HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach. | Finance |
Regulatory Compliance Associates, Inc.
Regulatory Compliance Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Provides regulatory and compliance services for pharmaceutical, medical and biotechnical sectors | Commercial Services |
















