Timothy D. Buckley
Analyst-Equity chez Leeward Investments LLC
Profil
Mr. Timothy D.
Buckley, CFA MBA, is an Investment Analyst at Leeward Investments LLC.
He supports the team's three investment strategies.
Mr. Buckley previously spent seven years on the Value team at LMCG Investments.
Prior to joining LMCG in 2014, he served as an Analyst at Surveyor Capital, a hedge fund subsidiary of Citadel, and was a Portfolio Manager at Ty View Capital.
Previously, he spent fourteen years as an Analyst covering small- and mid-cap stocks in the financial and technology, media & telecom sectors on a team owned by Evercore Asset Management.
Mr. Buckley also served as a corporate bond analyst at State Street Research & Management and as a financial institutions examiner at the Federal Deposit Insurance Corporation.
Mr. Buckley holds a BS in Business Administration from Boston College and an MBA from the Tuck School of Business at Dartmouth.
He is a CFA charterholder and a member of the CFA Institute.
Postes actifs de Timothy D. Buckley
| Sociétés | Poste | Début |
|---|---|---|
Leeward Investments LLC
 Leeward Investments LLC Investment ManagersFinance Leeward Investments LLC (Leeward) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Leeward provides investment advice to taxable, non-taxable, foreign and domestic clients. Such clients include individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, ERISA plans, Taft Hartley plans, charitable institutions, foundations, endowments, public employee retirement systems, registered mutual funds, and other US and international institutions. | Analyst-Equity | - |
Anciens postes connus de Timothy D. Buckley
| Sociétés | Poste | Fin |
|---|---|---|
Saddle Ridge Partners LLC
 Saddle Ridge Partners LLC Investment ManagersFinance Founded in 2012, Saddle Ridge Partners LLC is a hedge fund manager located in Wellesley, Massachusetts. The firm provides discretionary management services to individuals, corporate and public pension plans, profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities and other institutions. | Fondateur | 01/01/2014 |
Evercore Asset Management
 Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | Analyst-Equity | 31/12/2011 |
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Analyst-Equity | 31/01/2009 |
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Analyst-Fixed Income | 31/12/2003 |
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Analyst-Equity | 31/12/1995 |
Formation de Timothy D. Buckley
| Tuck School of Business at Dartmouth | Masters Business Admin |
| Wallace E Carroll School of Management | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Finance |
Leeward Investments LLC
Leeward Investments LLC Investment ManagersFinance Leeward Investments LLC (Leeward) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Leeward provides investment advice to taxable, non-taxable, foreign and domestic clients. Such clients include individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, ERISA plans, Taft Hartley plans, charitable institutions, foundations, endowments, public employee retirement systems, registered mutual funds, and other US and international institutions. | Finance |
Federal Deposit Insurance Corp.
 Federal Deposit Insurance Corp. Multi-Line InsuranceFinance Federal Deposit Insurance Corp. operates as an independent insurance agency. It offers insuring deposits, examining and supervising financial institutions for safety and soundness and consumer protection, making large and complex financial institutions resolvable, and managing receiverships. The company was founded in 1933 and is headquartered in Washington, DC. | Finance |
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Finance |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | Finance |
Saddle Ridge Partners LLC
Saddle Ridge Partners LLC Investment ManagersFinance Founded in 2012, Saddle Ridge Partners LLC is a hedge fund manager located in Wellesley, Massachusetts. The firm provides discretionary management services to individuals, corporate and public pension plans, profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities and other institutions. | Finance |