Tim Reardon

Analyst-Equity at

David Wendell Associates, Inc.

Finance

Consumer Services

Profile

Mr. Timothy P.
Reardon, CFA, is a Vice President at David Wendell Associates, Inc. His role includes security analysis and portfolio management.
He has over 15 years of industry experience.
Prior to joining David Wendell, Mr. Reardon worked for seven years as Senior Investment Analyst at Welch and Forbes, LLC.
Previous experience includes roles at Aureus Asset Management and Wilmington Trust.
He received his undergraduate degree from the University of Massachusetts.

Tim Reardon active positions

Companies	Position	Start
David Wendell Associates, Inc. David Wendell Associates, Inc. Investment ManagersFinance DWA seeks to identify high-quality companies with superior fundamental characteristics and above-average prospects for growth in earnings and dividends per share over the long haul. When fixed-income securities are desired within client portfolios, the firm focuses on quality, liquidity, tax considerations, diversification, maturity spreads and valuation factors. In their equity work, they favor financially strong companies in expanding areas of the economy.	Analyst-Equity	01/07/2024

All active positions of Tim Reardon

Former positions of Tim Reardon

Companies	Position	End
Aureus Asset Management LLC Aureus Asset Management LLC Investment ManagersFinance Aureus takes an active management approach informed by rigorous research and focused on long-term performance. The firm applies a global investing philosophy, incorporating a comprehensive view of geographies and asset classes. Portfolios consist of one or more of the following: individual equities, individual bonds, mutual funds, ETFs, non-traditional assets, and other investment vehicles including private partnerships.	Analyst-Equity	-

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Linked companies

Private companies	3
David Wendell Associates, Inc. David Wendell Associates, Inc. Investment ManagersFinance DWA seeks to identify high-quality companies with superior fundamental characteristics and above-average prospects for growth in earnings and dividends per share over the long haul. When fixed-income securities are desired within client portfolios, the firm focuses on quality, liquidity, tax considerations, diversification, maturity spreads and valuation factors. In their equity work, they favor financially strong companies in expanding areas of the economy.	Finance
University of Massachusetts University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Aureus Asset Management LLC Aureus Asset Management LLC Investment ManagersFinance Aureus takes an active management approach informed by rigorous research and focused on long-term performance. The firm applies a global investing philosophy, incorporating a comprehensive view of geographies and asset classes. Portfolios consist of one or more of the following: individual equities, individual bonds, mutual funds, ETFs, non-traditional assets, and other investment vehicles including private partnerships.	Finance