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Richard Gordon Mooney
Fondateur chez
Allen, Mooney & Barnes Investment Advisors LLC
Profil
Mr. Richard G.
Mooney, III, is a Co-Founder & Managing Partner at Allen, Mooney & Barnes Investment Advisors LLC.
He is on the Board of Directors at Georgia Cancer Coalition.
Before founding AMB, Mr. Mooney and M.H.
Allen formed a partnership at Merrill Lynch, Pierce, Fenner & Smith, Inc. that continued when they joined Shields & Company, a member of the New York Stock Exchange.
He was also a Vice President with the Citizens and Southern National Bank, managing the marketing department and serving as a commercial lending officer.
He specialized in trust services work for corporations and high-net-worth individuals in South Georgia.
He received his BS in Business Administration from Georgia Southwestern State University and his graduate degree from Louisiana State University-Banking School of the South.
He is a registered principal, a registered investment advisor representative, a general securities representative and holds life and health insurance licenses for the state of Georgia.
Postes actifs de Richard Gordon Mooney
| Sociétés | Poste | Début |
|---|---|---|
Allen, Mooney & Barnes Investment Advisors LLC
 Allen, Mooney & Barnes Investment Advisors LLC Investment ManagersFinance AMB takes two approaches to investing that emphasize prudent strategy and team collaboration to help build an investment plan for their clients. The firm’s equity and fixed-income portfolio construction processes are based on a combined top-down and bottom-up selection process, utilizing research from investment partners while stressing team collaboration regarding market movements and fiscal issues. Their Portfolio Management Committee (PMC), which is comprised of a portfolio manager/analyst and representatives of their Sales and Compliance Departments, selects specific investments for client accounts through a combination of fundamental and technical methods of analysis. | Fondateur | 01/06/2001 |
Georgia Cancer Coalition
 Georgia Cancer Coalition Miscellaneous Commercial ServicesCommercial Services Provides cancer research services | Directeur/Membre du Conseil | - |
Anciens postes connus de Richard Gordon Mooney
| Sociétés | Poste | Fin |
|---|---|---|
Southern National Bank
 Southern National Bank Major BanksFinance Commercial banking | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Pierce Fenner & Smith, Inc.
 Pierce Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Shields & Co.
 Shields & Co. Investment ManagersFinance Shields believes that a mid-cap value equity strategy can enhance investment performance in up markets and help protect capital in down markets by focusing on stocks that are significantly undervalued by the market, have the liquidity and financial stability associated with large-cap companies and possess the attractive growth characteristics of small-cap companies. The firm believes that investment risk can be managed by over- and underweighting economic sectors in accordance with economic conditions. The firm's investment process combines economic and industry insights with rigorous fundamental, quantitative and technical analysis of individual companies and their stocks. They identify economic sectors most likely to benefit from market conditions. Shields economic analysis looks at interest rate forecast, inflationary outlook and probable market direction. They next analyze the impact of interest rates on industries. Shields industry analysis also includes reviewing and analyzing industry reports and trade publications to identify major trends. Next, the firm narrows their universe of mid-cap stocks value stocks employing a multi factor model that seeks low price-to-cash flow, low p/e, moderate debt-to-total capitalization, high ROE and low price-to-asset value. Shields then reduces the value subset to a buy list via fundamental analysis that looks at balance sheets, income and cash flow. Their active due diligence process includes meeting with management, contacting competition and performing a quantitative/technical review. These analysis criteria include relative performance, insider trades, earnings momentum and technical position. For their sell process, every stock is assigned a two-year price objective. Via fundamental analysis, Shields determines whether a stock is overvalued and will sell if fundamentals have not changed. They liquidate their position in a company if its management loses focus, diversifies into unrelated business or sells off its best assets. All research is conducted in-house. | Corporate Officer/Principal | - |
Formation de Richard Gordon Mooney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Shields & Co.
Shields & Co. Investment ManagersFinance Shields believes that a mid-cap value equity strategy can enhance investment performance in up markets and help protect capital in down markets by focusing on stocks that are significantly undervalued by the market, have the liquidity and financial stability associated with large-cap companies and possess the attractive growth characteristics of small-cap companies. The firm believes that investment risk can be managed by over- and underweighting economic sectors in accordance with economic conditions. The firm's investment process combines economic and industry insights with rigorous fundamental, quantitative and technical analysis of individual companies and their stocks. They identify economic sectors most likely to benefit from market conditions. Shields economic analysis looks at interest rate forecast, inflationary outlook and probable market direction. They next analyze the impact of interest rates on industries. Shields industry analysis also includes reviewing and analyzing industry reports and trade publications to identify major trends. Next, the firm narrows their universe of mid-cap stocks value stocks employing a multi factor model that seeks low price-to-cash flow, low p/e, moderate debt-to-total capitalization, high ROE and low price-to-asset value. Shields then reduces the value subset to a buy list via fundamental analysis that looks at balance sheets, income and cash flow. Their active due diligence process includes meeting with management, contacting competition and performing a quantitative/technical review. These analysis criteria include relative performance, insider trades, earnings momentum and technical position. For their sell process, every stock is assigned a two-year price objective. Via fundamental analysis, Shields determines whether a stock is overvalued and will sell if fundamentals have not changed. They liquidate their position in a company if its management loses focus, diversifies into unrelated business or sells off its best assets. All research is conducted in-house. | Finance |
Allen, Mooney & Barnes Investment Advisors LLC
Allen, Mooney & Barnes Investment Advisors LLC Investment ManagersFinance AMB takes two approaches to investing that emphasize prudent strategy and team collaboration to help build an investment plan for their clients. The firm’s equity and fixed-income portfolio construction processes are based on a combined top-down and bottom-up selection process, utilizing research from investment partners while stressing team collaboration regarding market movements and fiscal issues. Their Portfolio Management Committee (PMC), which is comprised of a portfolio manager/analyst and representatives of their Sales and Compliance Departments, selects specific investments for client accounts through a combination of fundamental and technical methods of analysis. | Finance |
Southern National Bank
Southern National Bank Major BanksFinance Commercial banking | Finance |
Pierce Fenner & Smith, Inc.
Pierce Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Georgia Southwestern State University
 Georgia Southwestern State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Georgia Cancer Coalition
Georgia Cancer Coalition Miscellaneous Commercial ServicesCommercial Services Provides cancer research services | Commercial Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Graduate School of Banking at Louisiana State University
 Graduate School of Banking at Louisiana State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
