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Conan J. Heelan
Plus aucun poste en cours
Profil
Mr. Heelan serves as an analyst for Tributary Capital Management and is responsible for researching the consumer staples and financial sectors.
He joined Tributary Capital Management’s predecessor, First Investment Group in November 2005.
Prior to joining Tributary Capital Management, he worked for First Data Resources in Omaha, Nebraska as a manager in the finance and reporting department.
Mr. Heelan received his Bachelors in Finance from the University of Nebraska at Lincoln in 2002 and earned his Chartered Financial Analyst (CFA) designation in 2010.
He is a member of the CFA Society of Nebraska and the CFA Institute.
Anciens postes connus de Conan J. Heelan
| Sociétés | Poste | Fin |
|---|---|---|
The First National Bank of Omaha (Investment Management)
 The First National Bank of Omaha (Investment Management) Investment ManagersFinance FNBO-IM uses a value approach to manage separate portfolios. They employ bottom-up research to identify stocks with low valuation multiples relative to historical measures and strong annual earnings growth potential. Their equity committee analyzes the research that is supplied by outside sources and keeps abreast of any developments affecting their monitored list of securities. The fixed-income committee performs credit analysis, sector analysis and issue recommendations. | Analyst-Equity | 01/02/2011 |
First Data Resources LLC
 First Data Resources LLC Miscellaneous Commercial ServicesCommercial Services Provides financial services | Corporate Officer/Principal | - |
Tributary Capital Management LLC
 Tributary Capital Management LLC Investment ManagersFinance Tributary is an active portfolio manager grounded in strong fundamental research and adherence to risk management. Investments in client accounts may include investments in common stocks, investment companies, ETFs, corporate and municipal bonds and US Government and agency bonds. Their equity investment strategies include small, small/mid, large and all-cap value. The firm uses a rigorous, fundamental, bottom-up process that identifies high quality companies that are temporarily priced below their long-term intrinsic value. Tributary’s balanced strategies invest the equity portion in the all-cap value strategy, while the fixed income portion seeks to provide a relatively high level of income from fixed income investments. | Analyst-Equity | - |
Formation de Conan J. Heelan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Nebraska
 University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance FNBO-IM uses a value approach to manage separate portfolios. They employ bottom-up research to identify stocks with low valuation multiples relative to historical measures and strong annual earnings growth potential. Their equity committee analyzes the research that is supplied by outside sources and keeps abreast of any developments affecting their monitored list of securities. The fixed-income committee performs credit analysis, sector analysis and issue recommendations. | Finance |
First Data Resources LLC
First Data Resources LLC Miscellaneous Commercial ServicesCommercial Services Provides financial services | Commercial Services |
Tributary Capital Management LLC
Tributary Capital Management LLC Investment ManagersFinance Tributary is an active portfolio manager grounded in strong fundamental research and adherence to risk management. Investments in client accounts may include investments in common stocks, investment companies, ETFs, corporate and municipal bonds and US Government and agency bonds. Their equity investment strategies include small, small/mid, large and all-cap value. The firm uses a rigorous, fundamental, bottom-up process that identifies high quality companies that are temporarily priced below their long-term intrinsic value. Tributary’s balanced strategies invest the equity portion in the all-cap value strategy, while the fixed income portion seeks to provide a relatively high level of income from fixed income investments. | Finance |
