Profil
Mr. William T.
Herlihy, CFA, is a Vice President & Director of Research at Resources Management Corp.
He joined RMC in 2017 as a Research Analyst and currently serves as Director of Research, overseeing the firm's screening, due diligence and fundamental analysis for the stock selection process.
He is a member of RMC's investment committee, which oversees the firm's investment process through collaboration of the Research and Portfolio Management teams.
Prior to joining RMC, Mr. Herlihy spent five years at Arbor Realty Trust, Inc. in Boston, MA.
He is CFA Charterholder and garduated with B.B.A., Finance Real Estate from Villanova University, Villanova, PA, in 2012.
Postes actifs de William Herlihy
| Sociétés | Poste | Début |
|---|---|---|
Resources Management Corp.
Resources Management Corp. Investment ManagersFinance RMC determines the asset allocation of each portfolio initially by examining the client's objectives and risk tolerance against the background of current market opportunities. For the growth component of their client's portfolios, the firm seeks to invest in companies that have the highest probability of outperforming the Standard & Poor's Index of 500 companies (S&P 500) over time. They purchase independent research to obtain this information and use brokerage house research only to corroborate the information purchased from the independent sources. The fixed income component of a portfolio and the ratings associated therewith are driven by the client objectives and outlined in the client's Investment Guidelines. | Directeur de la Recherche - Actions | 01/01/2017 |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Resources Management Corp.
Resources Management Corp. Investment ManagersFinance RMC determines the asset allocation of each portfolio initially by examining the client's objectives and risk tolerance against the background of current market opportunities. For the growth component of their client's portfolios, the firm seeks to invest in companies that have the highest probability of outperforming the Standard & Poor's Index of 500 companies (S&P 500) over time. They purchase independent research to obtain this information and use brokerage house research only to corroborate the information purchased from the independent sources. The fixed income component of a portfolio and the ratings associated therewith are driven by the client objectives and outlined in the client's Investment Guidelines. | Finance |
















