Charles E. ("Ed") Haldeman, Jr. is the chairman and CEO of Delaware Investments of Philadelphia. Delaware, which has been a subsidiary of Lincoln Financial Group of Philadelphia since 1995, had $88 billion under management as of March 31. That includes $35 billion of insurance company assets, $30 billion in retail money and $23 billion of institutional assets. Haldeman joined Delaware as its new CEO in January, 2000, and was named chairman of the board earlier this year. He was previously president and chief operating officer of United Asset Management of Boston.
Haldeman recently spoke with freelance reporter Lori Pizzani. An edited account of their conversation follows.