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Vaughn H. Weimer
Plus aucun poste en cours
Profil
Mr. Vaughn H.
Weimer is Senior Wealth Advisor at Boston Private Wealth LLC.
Mr. Weimer was previously employed as a Managing Director by Banyan Partners LLC, Fiduciary Counsel, Inc. and Oaktree Asset Management LLC, and a Principal by Ernst & Young LLP.
He received his BA in English and Theatre from Villanova University.
Anciens postes connus de Vaughn H. Weimer
| Sociétés | Poste | Fin |
|---|---|---|
Oaktree Asset Management LLC
 Oaktree Asset Management LLC Investment ManagersFinance OAM is an equity manager that focuses on fundamental analysis, identifying secular trends and resulting investment themes, which is the core of their investment process. This thematic growth approach reduces the risk of market timing and directs them to superior growth potential in important industries and companies. Individual stocks are chosen because they are considered good companies at good prices. They invest in a select group of stocks that are fundamentally strong, growing companies that they feel are undervalued by the market and which fit within the firm's identified secular investment themes. Their portfolios are usually fully invested, but at times they raise appropriate levels of cash reserves. OAM believes that a selling disciple is vital to long-term investment success. They stress the need for a selling strategy aimed at maximizing profits and protecting capital. They also heavily emphasize that diversification is important and that heavy concentration in a particular industrial sector or an individual issue or fund is explicitly avoided. They are not growth investors in the strictest sense because they believe many growth stocks are overpriced. On the other hand, they are not pure value investors either, as many value stocks are cheap for very good reasons. Companies that are targeted for purchase based upon OAM's investment research and analysis will share certain basic characteristics. They generally have strong balance sheets with relatively low levels of long-term debt and a strong ROE. These corporations also have strong management teams with a depth of experience in their business. Frequently, these firms enjoy a market position protected by product patents, proprietary distribution channels or other factors that serve to restrict entry by competitors. When bonds are used, OAM invests in high-quality taxable and tax-free issues. Bonds having maturities exceeding 10 years are rarely used, to reduce the volatility in portfolio valuations. | Gestionnaire de Portefeuille-Actions | 05/03/2009 |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Gestionnaire de Portefeuille-Actions | - |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | - |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Gestionnaire de Portefeuille-Actions | - |
Fiduciary Counsel, Inc.
 Fiduciary Counsel, Inc. Investment ManagersFinance To meet the goals of each client, Fiduciary generally focuses on achieving the right mix of asset classes, choosing from equities of well-managed companies that realize above-average rates of return on capital as well as fixed-income investments and cash equivalents. | Directeur de la Recherche - Actions | - |
Formation de Vaughn H. Weimer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Oaktree Asset Management LLC
Oaktree Asset Management LLC Investment ManagersFinance OAM is an equity manager that focuses on fundamental analysis, identifying secular trends and resulting investment themes, which is the core of their investment process. This thematic growth approach reduces the risk of market timing and directs them to superior growth potential in important industries and companies. Individual stocks are chosen because they are considered good companies at good prices. They invest in a select group of stocks that are fundamentally strong, growing companies that they feel are undervalued by the market and which fit within the firm's identified secular investment themes. Their portfolios are usually fully invested, but at times they raise appropriate levels of cash reserves. OAM believes that a selling disciple is vital to long-term investment success. They stress the need for a selling strategy aimed at maximizing profits and protecting capital. They also heavily emphasize that diversification is important and that heavy concentration in a particular industrial sector or an individual issue or fund is explicitly avoided. They are not growth investors in the strictest sense because they believe many growth stocks are overpriced. On the other hand, they are not pure value investors either, as many value stocks are cheap for very good reasons. Companies that are targeted for purchase based upon OAM's investment research and analysis will share certain basic characteristics. They generally have strong balance sheets with relatively low levels of long-term debt and a strong ROE. These corporations also have strong management teams with a depth of experience in their business. Frequently, these firms enjoy a market position protected by product patents, proprietary distribution channels or other factors that serve to restrict entry by competitors. When bonds are used, OAM invests in high-quality taxable and tax-free issues. Bonds having maturities exceeding 10 years are rarely used, to reduce the volatility in portfolio valuations. | Finance |
Fiduciary Counsel, Inc.
Fiduciary Counsel, Inc. Investment ManagersFinance To meet the goals of each client, Fiduciary generally focuses on achieving the right mix of asset classes, choosing from equities of well-managed companies that realize above-average rates of return on capital as well as fixed-income investments and cash equivalents. | Finance |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Finance |
