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Tim Reardon
Analyst-Equity en
David Wendell Associates, Inc.
.
Perfil
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.
Cargos activos de Tim Reardon
| Empresas | Cargo | Inicio |
|---|---|---|
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 |
Antiguos cargos conocidos de Tim Reardon.
| Empresas | Cargo | Fin |
|---|---|---|
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 | - |
Formación de Tim Reardon.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
73
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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