Tim Malloy
Analyst-Equity chez Birch Hill Investment Advisors LLC
Profil
Mr. Timothy M.
Malloy, CFA MBA, is a Managing Director at Birch Hill Investment Advisors LLC.
He provides portfolio management services and financial advice to clients.
In addition, he is responsible for originating research and investment recommendations based on Birch Hill’s investment discipline and in-depth due diligence process.
He has more than 20 years of investment experience.
Previously, Mr. Malloy worked as a Senior Portfolio Manager at Manulife Asset Management (John Hancock).
He was the lead manager on a small cap strategy and co-manager of several funds including the John Hancock Balanced, Large Cap, and Global Opportunities Funds.
The latter received the Lipper Fund Awards in 2011.
Earlier in his career, he worked in emerging markets with Baring Asset Management in Boston and Heritage Investments in Moscow, Russia.
He earned a BS from Catholic University and an MBA from Boston College.
He is also a Certified Financial Planner practitioner.
Postes actifs de Tim Malloy
| Sociétés | Poste | Début |
|---|---|---|
Birch Hill Investment Advisors LLC
 Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts. | Analyst-Equity | 01/08/2013 |
Anciens postes connus de Tim Malloy
| Sociétés | Poste | Fin |
|---|---|---|
John Hancock Advisers, Inc.
 John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Analyst-Equity | 31/12/2005 |
Thomas Weisel Asset Management LLC
 Thomas Weisel Asset Management LLC Investment ManagersFinance Thomas Weisel Asset Management LLC was engaged in the provision of a variety of U.S. equity investment products, distribution management services, and private equity and venture capital funds. The company was founded in 2001 and was headquartered in San Francisco, CA. | Analyst-Equity | 30/11/2004 |
Baring North America LLC
 Baring North America LLC Investment ManagersFinance Founded in 1989, Baring North America LLC is a registered investment advisor located in Boston. The firm manages institutional assets on behalf of clients located in the US. They are a direct subsidiary of MassMutual Baring Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. | Analyst-Equity | - |
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Analyst-Equity | 01/03/2013 |
Formation de Tim Malloy
| The Catholic University of America | Undergraduate Degree |
| Boston College | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Thomas Weisel Asset Management LLC
Thomas Weisel Asset Management LLC Investment ManagersFinance Thomas Weisel Asset Management LLC was engaged in the provision of a variety of U.S. equity investment products, distribution management services, and private equity and venture capital funds. The company was founded in 2001 and was headquartered in San Francisco, CA. | Finance |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Finance |
John Hancock Advisers, Inc.
John Hancock Advisers, Inc. Investment ManagersFinance Boston-based John Hancock Advisers, Inc. (JHA) is the mutual fund affiliate of John Hancock Financial Services, Inc. and manages the John Hancock family of retail and institutional mutual funds, as well as separate equity portfolios for private accounts and retirement plans for individual and institutional investors. In 2003, Manulife Financial Corp. (TSX, NYSE: MFC) and John Hancock Financial Services, Inc. (NYSE: JHF) announced that they would merge and would thus create a leading global insurance franchise. The combined company will market products and services under multiple brands including John Hancock in the US and Manulife in Canada and the US. | Finance |
Baring North America LLC
Baring North America LLC Investment ManagersFinance Founded in 1989, Baring North America LLC is a registered investment advisor located in Boston. The firm manages institutional assets on behalf of clients located in the US. They are a direct subsidiary of MassMutual Baring Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. | Finance |
Birch Hill Investment Advisors LLC
Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill Investment Advisors LLC (Birch Hill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2007 by Miner Crary, Gary Mikula, Robert O'Neil and Thomas Reilly. Birch Hill provides investment advisory services to individuals, trusts, IRA’s and other employee benefit plans, endowment and foundations accounts. | Finance |