Profil
Mr. Tim Delaney is Senior Vice President at AT Investment Advisers, Inc. and Senior Vice President & Relationships Manager at Atlantic Trust Co. NA.
He joined the firm in 2012.
Mr. Delaney was previously employed as Investment Consultant by Pillar Financial Advisors, Inc. He joined Pillar in 2008 after four years as a Senior Portfolio Manager and Analyst at Lowell, Blake, & Associates.
In these roles, he focused on constructing all-cap equity portfolios for high net worth individuals and institutions.
Applying traditional value methodologies, he specialized in creating and utilizing both qualitative and quantitative proprietary fundamental research.
Prior to that, Mr. Delaney served as a financial planner at North American Management Corporation where he was part of a team that provided comprehensive planning for a large family office.
He began his investment career as a precious metals commodities trader for AIG Trading.
There he specialized in structured deals between central banks across the globe and Fortune 500 companies.
Mr. Delaney graduatrf from Fairfield University with a bachelor’s degree in international business and politics.
He holds a Certificate in Financial Planning from Boston University and a Master of Science in Finance from Northeastern University.
Anciens postes connus de Tim Delaney
| Sociétés | Poste | Fin |
|---|---|---|
Pillar Financial Advisors, Inc.
 Pillar Financial Advisors, Inc. Investment ManagersFinance Founded in 1986, Pillar Financial Advisors, Inc. is a registered investment advisor located in Waltham, Massachusetts. The firm is a subsidiary of Argent Wealth Management, Inc. They offer broad-based wealth management services for successful business owners, executives and wealthy individuals and families. Pillar Financial has retained the services of St. Louis, Missouri-based Asset Consulting Group to provide their high net-worth clients with institutional services not generally available to most consumers. | Analyst-Equity | 31/12/2011 |
Lowell Blake & Associates, Inc.
 Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Corporate Officer/Principal | 31/12/2007 |
Atlantic Trust Co., NA (Massachusetts)
 Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Corporate Officer/Principal | - |
AIG Trading Corp.
 AIG Trading Corp. Gas DistributorsUtilities Part of Sempra, AIG Trading Corp. is a company that arranges sales of gas, electricity, and oil. The company is based in Greenwich, CT. AIG Trading was acquired by Enova Corp. on January 05, 1998 for $190 million. The CEO of the company is Gerard Maurice Thompson. | Corporate Officer/Principal | - |
North American Management Corp.
 North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Corporate Officer/Principal | - |
Formation de Tim Delaney
| Fairfield University | Undergraduate Degree |
| Northeastern University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
North American Management Corp.
North American Management Corp. Investment ManagersFinance North American Management Corp. (NAM) is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1928, NAM provides investment services to individuals, families, trusts, estates, charitable organizations, limited liability partnerships, pensions and profit -haring plans, corporations, and single family offices. | Finance |
Pillar Financial Advisors, Inc.
Pillar Financial Advisors, Inc. Investment ManagersFinance Founded in 1986, Pillar Financial Advisors, Inc. is a registered investment advisor located in Waltham, Massachusetts. The firm is a subsidiary of Argent Wealth Management, Inc. They offer broad-based wealth management services for successful business owners, executives and wealthy individuals and families. Pillar Financial has retained the services of St. Louis, Missouri-based Asset Consulting Group to provide their high net-worth clients with institutional services not generally available to most consumers. | Finance |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Finance |
AIG Trading Corp.
AIG Trading Corp. Gas DistributorsUtilities Part of Sempra, AIG Trading Corp. is a company that arranges sales of gas, electricity, and oil. The company is based in Greenwich, CT. AIG Trading was acquired by Enova Corp. on January 05, 1998 for $190 million. The CEO of the company is Gerard Maurice Thompson. | Utilities |
Lowell Blake & Associates, Inc.
Lowell Blake & Associates, Inc. Investment ManagersFinance Lowell Blake & Associates, Inc. (LBA) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Jim and Susan Lowell in 1974. LBA provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, business entities and limited liability companies. | Finance |
