Tom Reilly

Plus aucun poste en cours

64 ans

Finance

Consumer Services

Profil

Mr. Thomas E.
Reilly, Jr., is a Co-Founder & Co-Counsel at Birch Hill Investment Advisors LLC.
He has been working with individuals, endowments, and foundations in the management of their accounts for more than 40 years.
Prior to founding Birch Hill, Mr. Reilly was at Seaward Management for 10 years as a Managing Director.
From 1984 through 1997, he was a Vice President and Portfolio Manager at the Boston Company, where his positions included Head of the Boston Endowments and Foundations Group for Mellon Private Capital Management.
He began his career in the late 1970s with the Private Client Group of Morgan Guaranty Trust Company of New York.
He was a graduate of Hamilton College, he holds a Juris Doctor from Albany Law School and an LLM in Taxation from New York University Graduate School of Law.

Anciens postes connus de Tom Reilly

Sociétés	Poste	Fin
Prio Wealth LP Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks.	Analyst-Equity	31/12/2006
The Boston Company Asset Management LLC The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions.	Gestionnaire de Portefeuille-Actions	31/12/1997
Morgan Guaranty Trust Company of New York Morgan Guaranty Trust Company of New York Major BanksFinance Provides banking services	Corporate Officer/Principal	-
Birch Hill Investment Advisors LLC Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill works with each client to establish their goals, objectives, risk tolerance and investment time horizon and devises a plan to structure a portfolio to meet their goals within the appropriate risk profile. The firm emphasizes on personal research conducted by individual investment managers and supplemented by internal and third-party analysis. They primary concentrate in large- and mid-cap stocks of US-based companies. Bonds are used in portfolios, as appropriate for each individual client, for current income, stability and diversification.	Fondateur	-

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Entreprise privées	7
The Boston Company Asset Management LLC The Boston Company Asset Management LLC Investment ManagersFinance The Boston Company Asset Management (TBCAM) offers both traditional and alternative equity investment products that encompass a variety of US, non-US and global strategies. The firm provides investment advice for the following types of strategies: US domestic equity, balanced, non-US equity, emerging markets equity and long/short equity. Portfolios generally are composed of individual securities. TBCAM seeks consistent delivery of alpha across a broad range of investment strategies. They are committed to a value-oriented, research-driven and risk-aware investment approach. TBCAM seeks to identify attractive stocks through rigorous quantitative and fundamental analyses blended with analysis of current business momentum and places controls on sector selection and, if applicable, country selection. Short sales and similar strategies are considered part of their overall investment strategy; however, they are not used across the account base in the management of account assets. The firm may use these strategies for certain accounts consistent with the client's guidelines, objectives, and restrictions.	Finance
Morgan Guaranty Trust Company of New York Morgan Guaranty Trust Company of New York Major BanksFinance Provides banking services	Finance
Prio Wealth LP Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks.	Finance
Birch Hill Investment Advisors LLC Birch Hill Investment Advisors LLC Investment ManagersFinance Birch Hill works with each client to establish their goals, objectives, risk tolerance and investment time horizon and devises a plan to structure a portfolio to meet their goals within the appropriate risk profile. The firm emphasizes on personal research conducted by individual investment managers and supplemented by internal and third-party analysis. They primary concentrate in large- and mid-cap stocks of US-based companies. Bonds are used in portfolios, as appropriate for each individual client, for current income, stability and diversification.	Finance
Hamilton College (New York) Hamilton College (New York) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Albany Law School Albany Law School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services