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Profil
Mr. Adam A. Waldron is a Managing Director at Ashbridge Investment Management LLC.
Prior to joining Ashbridge in 2001, he was an Assistant Vice President and Senior Portfolio Manager at Wilmington Trust Company for six years.
In addition to wealth management consulting and individual portfolio management, he oversaw the development of the client reporting process and specialized in diversification techniques of concentrated stock positions and asset allocation.
Mr. Waldron began his career in corporate banking at Philadelphia National Bank and then moved to Delaware Trust Company, where he worked in Private Banking.
He later worked as the Chief Financial Officer of a computer and technology consulting company.
He received a bachelor's degree in economics and mathematics from Hampden-Sydney College in Virginia.
Anciens postes connus de Adam A. Waldron
| Sociétés | Poste | Fin |
|---|---|---|
Ashbridge Investment Management LLC
 Ashbridge Investment Management LLC Investment ManagersFinance Ashbridge Investment Management's strategy focuses on asset allocation to enhance performance and manage risk. Their portfolios are comprised of US equities, bonds, non-US equities, alternative strategies and cash. US equities may include large-, mid- and small-cap equities. The firm invests in both value and growth stocks. They invest in US taxable and non-taxable bonds, non-US bonds and high yield bonds. Ashbridge invests in geographically concentrated, emerging markets. Their alternative strategies include: hedged equity, convertible arbitrage, merger arbitrage, private equity, venture capital, distressed debt, managed futures, trading strategies and real estate. Ashbridge is an active portfolio manager and they take a long-term approach to investing. | Gestionnaire de Portefeuille-Actions | 02/01/2001 |
Wilmington Trust of Pennsylvania
 Wilmington Trust of Pennsylvania Investment ManagersFinance WTP believes that to protect and grow their clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies. Their equity strategy focuses on proven large-cap growth companies with long-term growth potential at attractive valuations. They seek to maximize after-tax returns through a long-term perspective and low portfolio turnover and manage risk through sector diversification and controlled industry weightings. A combined qualitative and quantitative approach provides a dynamic process that includes daily research meetings and weekly team meetings with portfolio managers. They seek to achieve superior, consistent performance through an active, disciplined investment process. WTP's fixed-income team uses analytical and trading tools to conduct active sector and maturity selection, perform yield curve analysis and effectively execute trading. | Gestionnaire de Portefeuille-Actions | 31/12/2000 |
Formation de Adam A. Waldron
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wilmington Trust of Pennsylvania
Wilmington Trust of Pennsylvania Investment ManagersFinance WTP believes that to protect and grow their clients' wealth, it is essential to invest in competitively advantaged companies across all sectors, including leading-edge industries and technologies. Their equity strategy focuses on proven large-cap growth companies with long-term growth potential at attractive valuations. They seek to maximize after-tax returns through a long-term perspective and low portfolio turnover and manage risk through sector diversification and controlled industry weightings. A combined qualitative and quantitative approach provides a dynamic process that includes daily research meetings and weekly team meetings with portfolio managers. They seek to achieve superior, consistent performance through an active, disciplined investment process. WTP's fixed-income team uses analytical and trading tools to conduct active sector and maturity selection, perform yield curve analysis and effectively execute trading. | Finance |
Ashbridge Investment Management LLC
Ashbridge Investment Management LLC Investment ManagersFinance Ashbridge Investment Management's strategy focuses on asset allocation to enhance performance and manage risk. Their portfolios are comprised of US equities, bonds, non-US equities, alternative strategies and cash. US equities may include large-, mid- and small-cap equities. The firm invests in both value and growth stocks. They invest in US taxable and non-taxable bonds, non-US bonds and high yield bonds. Ashbridge invests in geographically concentrated, emerging markets. Their alternative strategies include: hedged equity, convertible arbitrage, merger arbitrage, private equity, venture capital, distressed debt, managed futures, trading strategies and real estate. Ashbridge is an active portfolio manager and they take a long-term approach to investing. | Finance |
Hampden-Sydney College
 Hampden-Sydney College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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