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Timothy Neil Deery
Directeur Général chez
Adare Asset Management LLC
Profil
Timothy Neil Deery is the founder of Adare Asset Management LLC, which was founded in 2009.
He holds the title of Member & Chief Compliance Officer at the firm.
Mr. Deery also has former job experience as a Portfolio Manager at Fulton Financial Advisors, NA, a Senior Portfolio Manager at Dearden, Maguire, Weaver & Barrett LLC, and a Senior Vice President at Security National Trust Co. In terms of education, Mr. Deery attended The Pennsylvania State University for his undergraduate degree.
Postes actifs de Timothy Neil Deery
| Sociétés | Poste | Début |
|---|---|---|
Adare Asset Management LLC
 Adare Asset Management LLC Investment ManagersFinance Adare manages individual portfolios of bonds, stocks, mutual funds and exchange traded funds with limited exposure to other investments such as options. The firm utilizes a conservative approach for investing in equities and bond investing. They also specialize in the analysis and selection of financial services companies such as banks, insurance companies and diversified financial companies. | Directeur Général | 01/01/2009 |
Anciens postes connus de Timothy Neil Deery
| Sociétés | Poste | Fin |
|---|---|---|
Security National Trust Co.
 Security National Trust Co. Investment ManagersFinance Provides investment advisory services | Gestionnaire de Portefeuille-Actions | 31/01/2008 |
Fulton Financial Advisors, NA
 Fulton Financial Advisors, NA Investment ManagersFinance Fulton Financial Advisor's investment philosophy applies a disciplined GARP approach to building customized strategies to meet clients' individual financial goals and risk tolerance. They seek stocks that have p/e ratios lower than their growth rates, are industry leaders, have solid balance sheets and have ROE and ROA exceeding their respective industries. | Gestionnaire de Portefeuille-Actions | 22/03/2005 |
Dearden, Maguire, Weaver & Barrett LLC
 Dearden, Maguire, Weaver & Barrett LLC Investment ManagersFinance Dearden, Maguire, Weaver & Barrett (DMWB) invests in high-quality equity and fixed-income securities. The firm seeks to create portfolios that protect capital, while maximizing opportunities for growth. DMWB emphasizes undervalued growth stocks and traditional value stocks when price versus value is compelling. The firm's stock universe consists primarily of US large-cap stocks. Most are blue-chip companies with market-caps greater than $5 billion. When selecting stocks, they look for high-quality companies with steadily growing earnings and dividends. DMWB takes a moderate approach to risk and selects stocks with relatively low p/e ratios and reasonable current yields. Although macroeconomic factors are considered for portfolio sector weighting, stock selection is primarily determined by individual company fundamentals. DMWB employs quantitative and qualitative factors in their analysis. Price is a paramount consideration when building portfolios. Quantitative screens are used to determine which companies are industry leaders with strong growth potential. Generally, stocks with an S&P rating of B or better and a Value Line Safety rating of three or above are included. The firm looks for management teams, consistent sales growth, healthy balance sheets and conservative accounting practices. Though not limited by sector, the firm tends to invest in companies in the health technology, finance, electronic technology and consumer non-durables sectors. DMWB maintains a low turnover rate. DMWB then develops a list of companies with low relative price valuation, low p/e multiples, earnings growth above the S&P 500 and strong dividend growth. The firm also considers comparative analysis of overall market statistics on an historical, current and projected basis, as well as projected total return versus fixed-income investments. The final screening process involves qualitative and intuitive determinations. DMWB looks at the credibility and longevity of management, management incentive programs and the company's reputation in its industry. DMWB takes a buy-and-hold approach to bond investments. They emphasize market timing to take advantage of higher interest rates as they occur. Particular attention is paid to yield differentials between various instruments. DMWB's selection of fixed-income securities begins with analysis of the nation's economy. Special attention is given to the outlook for inflation, the amount of excess capacity in the economy and the trend-line growth rate. All of this data is used to anticipate the direction of interest rates. They next evaluate the current supply of fixed-income securities versus demand. The firm looks at the forward calendar for government, corporate and municipal issues. Finally, DMWB determines the market attractiveness of each security by comparing them with the treasury yield curve and purchases securities that have the best relative versus Treasuries. | Analyst-Equity | - |
Formation de Timothy Neil Deery
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fulton Financial Advisors, NA
Fulton Financial Advisors, NA Investment ManagersFinance Fulton Financial Advisor's investment philosophy applies a disciplined GARP approach to building customized strategies to meet clients' individual financial goals and risk tolerance. They seek stocks that have p/e ratios lower than their growth rates, are industry leaders, have solid balance sheets and have ROE and ROA exceeding their respective industries. | Finance |
Dearden, Maguire, Weaver & Barrett LLC
Dearden, Maguire, Weaver & Barrett LLC Investment ManagersFinance Dearden, Maguire, Weaver & Barrett (DMWB) invests in high-quality equity and fixed-income securities. The firm seeks to create portfolios that protect capital, while maximizing opportunities for growth. DMWB emphasizes undervalued growth stocks and traditional value stocks when price versus value is compelling. The firm's stock universe consists primarily of US large-cap stocks. Most are blue-chip companies with market-caps greater than $5 billion. When selecting stocks, they look for high-quality companies with steadily growing earnings and dividends. DMWB takes a moderate approach to risk and selects stocks with relatively low p/e ratios and reasonable current yields. Although macroeconomic factors are considered for portfolio sector weighting, stock selection is primarily determined by individual company fundamentals. DMWB employs quantitative and qualitative factors in their analysis. Price is a paramount consideration when building portfolios. Quantitative screens are used to determine which companies are industry leaders with strong growth potential. Generally, stocks with an S&P rating of B or better and a Value Line Safety rating of three or above are included. The firm looks for management teams, consistent sales growth, healthy balance sheets and conservative accounting practices. Though not limited by sector, the firm tends to invest in companies in the health technology, finance, electronic technology and consumer non-durables sectors. DMWB maintains a low turnover rate. DMWB then develops a list of companies with low relative price valuation, low p/e multiples, earnings growth above the S&P 500 and strong dividend growth. The firm also considers comparative analysis of overall market statistics on an historical, current and projected basis, as well as projected total return versus fixed-income investments. The final screening process involves qualitative and intuitive determinations. DMWB looks at the credibility and longevity of management, management incentive programs and the company's reputation in its industry. DMWB takes a buy-and-hold approach to bond investments. They emphasize market timing to take advantage of higher interest rates as they occur. Particular attention is paid to yield differentials between various instruments. DMWB's selection of fixed-income securities begins with analysis of the nation's economy. Special attention is given to the outlook for inflation, the amount of excess capacity in the economy and the trend-line growth rate. All of this data is used to anticipate the direction of interest rates. They next evaluate the current supply of fixed-income securities versus demand. The firm looks at the forward calendar for government, corporate and municipal issues. Finally, DMWB determines the market attractiveness of each security by comparing them with the treasury yield curve and purchases securities that have the best relative versus Treasuries. | Finance |
Security National Trust Co.
Security National Trust Co. Investment ManagersFinance Provides investment advisory services | Finance |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Adare Asset Management LLC
Adare Asset Management LLC Investment ManagersFinance Adare manages individual portfolios of bonds, stocks, mutual funds and exchange traded funds with limited exposure to other investments such as options. The firm utilizes a conservative approach for investing in equities and bond investing. They also specialize in the analysis and selection of financial services companies such as banks, insurance companies and diversified financial companies. | Finance |
