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Tim Reardon
Analyst-Equity bij
David Wendell Associates, Inc.
Profiel
Mr. Timothy P.
Reardon, CFA, is a Vice President at David Wendell Associates, Inc. His role includes security analysis and portfolio management.
He has over 15 years of industry experience.
Prior to joining David Wendell, Mr. Reardon worked for seven years as Senior Investment Analyst at Welch and Forbes, LLC.
Previous experience includes roles at Aureus Asset Management and Wilmington Trust.
He received his undergraduate degree from the University of Massachusetts.
Actieve functies van Tim Reardon
| Bedrijven | Functie | Begin |
|---|---|---|
David Wendell Associates, Inc.
 David Wendell Associates, Inc. Investment ManagersFinance DWA seeks to identify high-quality companies with superior fundamental characteristics and above-average prospects for growth in earnings and dividends per share over the long haul. When fixed-income securities are desired within client portfolios, the firm focuses on quality, liquidity, tax considerations, diversification, maturity spreads and valuation factors. In their equity work, they favor financially strong companies in expanding areas of the economy. | Analyst-Equity | 01-07-2024 |
Eerdere bekende functies van Tim Reardon
| Bedrijven | Functie | Einde |
|---|---|---|
Aureus Asset Management LLC
 Aureus Asset Management LLC Investment ManagersFinance Aureus takes an active management approach informed by rigorous research and focused on long-term performance. The firm applies a global investing philosophy, incorporating a comprehensive view of geographies and asset classes. Portfolios consist of one or more of the following: individual equities, individual bonds, mutual funds, ETFs, non-traditional assets, and other investment vehicles including private partnerships. | Analyst-Equity | - |
Opleiding van Tim Reardon
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
73
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
David Wendell Associates, Inc.
David Wendell Associates, Inc. Investment ManagersFinance DWA seeks to identify high-quality companies with superior fundamental characteristics and above-average prospects for growth in earnings and dividends per share over the long haul. When fixed-income securities are desired within client portfolios, the firm focuses on quality, liquidity, tax considerations, diversification, maturity spreads and valuation factors. In their equity work, they favor financially strong companies in expanding areas of the economy. | Finance |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aureus Asset Management LLC
Aureus Asset Management LLC Investment ManagersFinance Aureus takes an active management approach informed by rigorous research and focused on long-term performance. The firm applies a global investing philosophy, incorporating a comprehensive view of geographies and asset classes. Portfolios consist of one or more of the following: individual equities, individual bonds, mutual funds, ETFs, non-traditional assets, and other investment vehicles including private partnerships. | Finance |
