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 Pillar Financial Advisors seeks to preserve, protect and grow their clients' assets by developing a customized asset allocation that considers their individual objectives, investment time horizon, return requirements and risk tolerance. The firm seeks to add value through sub-asset class portfolio structuring and risk management. Pillar Financial strives to identify investment managers that are poised to outperform in the future. They conduct ongoing manager due diligence to provide superior information and avoid manager mishaps. Pillar Financial also employs proprietary qualitative and quantitative databases and other tools to evaluate and select investment managers and portfolio strategies. | Analyst-Equity | 31/12/2011 |
DNJ Associates, Inc.
DNJ Associates, Inc. Investment ManagersFinance DNJ Associates’ investment philosophy is built on a bottom-up equity analysis approach. The firm handpicks individual stocks and bonds to build client portfolios; they do not utilize mutual funds or ETFs. In choosing securities, they don’t rely on Wall Street insiders, but conduct their own independent, rigorous research of markets, trends, and companies. | Corporate Officer/Principal | 31/12/2007 |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
AIG Trading Corp.
AIG Trading Corp. Gas DistributorsUtilities Arranges sales of gas, electricity and oil | Corporate Officer/Principal | - |
North American Management Corp.
North American Management Corp. Investment ManagersFinance NAM seeks to allocate among asset classes, individual securities and outside managers to optimize risk and return in their investment portfolios. The firm’s asset allocation, security selection, and portfolio construction process is rigorous, independent, disciplined, and proactive. Their method of analysis combines top-down and bottom-up investment approaches. NAM invests in a number of different types of investments. For individual security selection within equities, they seek to identify and invest in a select number of high quality, attractively priced US stocks that they believe have the potential to deliver solid returns. | Corporate Officer/Principal | - |
Formation de Tim Delaney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
North American Management Corp.
North American Management Corp. Investment ManagersFinance NAM seeks to allocate among asset classes, individual securities and outside managers to optimize risk and return in their investment portfolios. The firm’s asset allocation, security selection, and portfolio construction process is rigorous, independent, disciplined, and proactive. Their method of analysis combines top-down and bottom-up investment approaches. NAM invests in a number of different types of investments. For individual security selection within equities, they seek to identify and invest in a select number of high quality, attractively priced US stocks that they believe have the potential to deliver solid returns. | Finance |
Pillar Financial Advisors, Inc.
Pillar Financial Advisors, Inc. Investment ManagersFinance Pillar Financial Advisors seeks to preserve, protect and grow their clients' assets by developing a customized asset allocation that considers their individual objectives, investment time horizon, return requirements and risk tolerance. The firm seeks to add value through sub-asset class portfolio structuring and risk management. Pillar Financial strives to identify investment managers that are poised to outperform in the future. They conduct ongoing manager due diligence to provide superior information and avoid manager mishaps. Pillar Financial also employs proprietary qualitative and quantitative databases and other tools to evaluate and select investment managers and portfolio strategies. | Finance |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
AIG Trading Corp.
AIG Trading Corp. Gas DistributorsUtilities Arranges sales of gas, electricity and oil | Utilities |
Fairfield University
Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
DNJ Associates, Inc.
DNJ Associates, Inc. Investment ManagersFinance DNJ Associates’ investment philosophy is built on a bottom-up equity analysis approach. The firm handpicks individual stocks and bonds to build client portfolios; they do not utilize mutual funds or ETFs. In choosing securities, they don’t rely on Wall Street insiders, but conduct their own independent, rigorous research of markets, trends, and companies. | Finance |
















