Profiel
Mr. Heelan serves as an analyst for Tributary Capital Management and is responsible for researching the consumer staples and financial sectors.
He joined Tributary Capital Management’s predecessor, First Investment Group in November 2005.
Prior to joining Tributary Capital Management, he worked for First Data Resources in Omaha, Nebraska as a manager in the finance and reporting department.
Mr. Heelan received his Bachelors in Finance from the University of Nebraska at Lincoln in 2002 and earned his Chartered Financial Analyst (CFA) designation in 2010.
He is a member of the CFA Society of Nebraska and the CFA Institute.
Eerdere bekende functies van Conan J. Heelan
Bedrijven | Functie | Einde |
---|---|---|
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Analyst-Equity | 01-02-2011 |
First Data Resources LLC
First Data Resources LLC Miscellaneous Commercial ServicesCommercial Services First Data Resources LLC provides financial services. Its services include card embossing, card issuance, cardholder correspondence, billing, statements, transaction authorization, risk management, and other financial services. First Data Resources is headquartered in Omaha, NE. | Corporate Officer/Principal | - |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Analyst-Equity | - |
Opleiding van Conan J. Heelan
University of Nebraska | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Finance |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings. | Finance |
First Data Resources LLC
First Data Resources LLC Miscellaneous Commercial ServicesCommercial Services First Data Resources LLC provides financial services. Its services include card embossing, card issuance, cardholder correspondence, billing, statements, transaction authorization, risk management, and other financial services. First Data Resources is headquartered in Omaha, NE. | Commercial Services |