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George W. Rooney
Gestionnaire de Portefeuille-Actions chez
Piscataqua Savings Bank (Investment Management)
Profil
George W.
Rooney currently works at Piscataqua Savings Bank (Investment Management), as Vice President & Portfolio Manager from 2021.
Mr. Rooney also formerly worked at Standish Mellon Asset Management Co. LLC, as Portfolio Manager from 1998 to 1999, DSI International Management, Inc., as President from 2000 to 2009, and DSI International Management, Inc., as Research Analyst from 1990 to 1997.
Mr. Rooney received his Masters Business Admin degree in 1998 from New York University and undergraduate degree in 1983 from Providence College.
Postes actifs de George W. Rooney
| Sociétés | Poste | Début |
|---|---|---|
Piscataqua Savings Bank (Investment Management)
 Piscataqua Savings Bank (Investment Management) Investment ManagersFinance Piscataqua Savings Bank-IM utilizes asset allocation among equities, fixed income and money market funds. Investment strategies are developed and implemented through the choice of optimal combinations of foreign and domestic financial assets. | Gestionnaire de Portefeuille-Actions | 01/11/2021 |
Anciens postes connus de George W. Rooney
| Sociétés | Poste | Fin |
|---|---|---|
DSI International Management, Inc.
 DSI International Management, Inc. Investment ManagersFinance DSI International Management employs an enhanced index strategy to invest in undervalued stocks that have improving fundamentals. A multi-factor model is used to rank each stock within the S&P 500 Index. The models composite score for each stock is then used to determine its weight in the portfolio relative to the stocks weight in the S&P 500 Index. The relative weight of each stock can vary up to a predetermined amount. The number of holdings in the portfolio will range from approximately 250 to 400 stocks. The portfolio is rebalanced, typically monthly, by reranking each stock in the S&P 500 Index using the multi-factor model. They may also use derivative contracts (including options and futures contracts) in strategies intended to simulate full investment in the strategy while retaining a cash balance for portfolio management purposes, to facilitate trading and reduce transaction costs. | President | 07/01/2009 |
Standish Mellon Asset Management Co. LLC
 Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Gestionnaire de Portefeuille-Actions | 31/12/1999 |
DSI International Management, Inc.
DSI International Management, Inc. Investment ManagersFinance DSI International Management employs an enhanced index strategy to invest in undervalued stocks that have improving fundamentals. A multi-factor model is used to rank each stock within the S&P 500 Index. The models composite score for each stock is then used to determine its weight in the portfolio relative to the stocks weight in the S&P 500 Index. The relative weight of each stock can vary up to a predetermined amount. The number of holdings in the portfolio will range from approximately 250 to 400 stocks. The portfolio is rebalanced, typically monthly, by reranking each stock in the S&P 500 Index using the multi-factor model. They may also use derivative contracts (including options and futures contracts) in strategies intended to simulate full investment in the strategy while retaining a cash balance for portfolio management purposes, to facilitate trading and reduce transaction costs. | Analyst-Equity | 31/12/1997 |
Formation de George W. Rooney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Standish Mellon Asset Management Co. LLC
Standish Mellon Asset Management Co. LLC Investment ManagersFinance Standish Mellon Asset Management Co. is a dedicated fixed income manager that offers a wide range of cash, credit-based and specialty bond strategies. The firm is effectively split into three divisions: the Active Fixed Income Division, the Tax-Sensitive Fixed Income Division and the Stable Value Division. Standish’s Active Fixed Income investment process combines top-down, macroeconomic analysis with bottom-up research to identify attractive securities based on proprietary, fundamental research. Their top-down approach includes macroeconomic research to assess the overall risk environment, and determine broad portfolio themes, industry emphasis, and overall portfolio quality. Standish’s Tax-Sensitive Fixed Income approach has an objective of achieving a high after-tax return on an absolute and risk-adjusted basis versus the benchmark. Their investment process emphasizes the identification of undervalued sectors and securities in the municipal and taxable bond markets. Their focus is to capitalize on yield anomalies among municipal and taxable sectors, identify undervalued securities, and pinpoint relative value between particular bonds. Standish's Stable Value investment process is marked by four key characteristics: a risk-averse style; a disciplined, quantitative approach; a flexible model; and opportunistic management. The objective is preservation of principal and the delivery of stable returns over time. | Finance |
DSI International Management, Inc.
DSI International Management, Inc. Investment ManagersFinance DSI International Management employs an enhanced index strategy to invest in undervalued stocks that have improving fundamentals. A multi-factor model is used to rank each stock within the S&P 500 Index. The models composite score for each stock is then used to determine its weight in the portfolio relative to the stocks weight in the S&P 500 Index. The relative weight of each stock can vary up to a predetermined amount. The number of holdings in the portfolio will range from approximately 250 to 400 stocks. The portfolio is rebalanced, typically monthly, by reranking each stock in the S&P 500 Index using the multi-factor model. They may also use derivative contracts (including options and futures contracts) in strategies intended to simulate full investment in the strategy while retaining a cash balance for portfolio management purposes, to facilitate trading and reduce transaction costs. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Piscataqua Savings Bank (Investment Management)
Piscataqua Savings Bank (Investment Management) Investment ManagersFinance Piscataqua Savings Bank-IM utilizes asset allocation among equities, fixed income and money market funds. Investment strategies are developed and implemented through the choice of optimal combinations of foreign and domestic financial assets. | Finance |
