Profil
Mr. William F.
Coughlin, CFA MBA, is a Partner at Delta Capital Management LLC (New Jersey).
Prior to co-founding Delta Capital Management in May 2005, Mr. Coughlin from 2003-2005 Delta was owned by ING Groep, N.V.
where he served as a Senior Portfolio Manager.
He was Managing Director at Scudder Kemper Investments, and its predecessor firm.
He served as a portfolio manager and a member of the Investment Committee since 1988.
He spent seven years working for NYNEX Corporation.
Through 1987 he served as Investment Director for NYNEX’s $12 billion pension fund.
In that capacity he headed investment research, asset allocation and quantitative equity analysis, and managed the fund’s $650 million in-house portfolio.
He also served as Director of Investments for the NYNEX Foundation during his tenure.
He received a BS in 1978 and an MBA in 1979 from Babson College.
He is a Chartered Financial Analyst, a member of the New York Society of Security Analysts, and served on its membership committee.
Postes actifs de William Francis Coughlin
| Sociétés | Poste | Début |
|---|---|---|
Delta Capital Management LLC (New Jersey)
Delta Capital Management LLC (New Jersey) Investment ManagersFinance DCM’s value approach to managing equity portfolios is centered around the low price to earnings, value discipline for stock selection. The fixed income portion of their portfolios emphasizes intermediate, investment grade securities (either taxable or tax-exempt). | Directeur Général | 01/05/2005 |
Anciens postes connus de William Francis Coughlin
| Sociétés | Poste | Fin |
|---|---|---|
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection. | Gestionnaire de Portefeuille-Actions | 30/04/2005 |
Delta Capital Management LLC (OLD)
Delta Capital Management LLC (OLD) Investment ManagersFinance Provides asset management and investment advisory services | Corporate Officer/Principal | - |
Zurich Scudder Investments, Inc.
Zurich Scudder Investments, Inc. Regional BanksFinance Provides investment management services | Corporate Officer/Principal | 01/01/1997 |
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance OCM selects securities using a fundamental research approach which includes current and forecasted developments of revenues, earnings and expenses to do a valuation, whether to invest or not. The firm blends active management of global large-cap equities with exchange traded funds (ETFs) and fixed income to construct their multi-asset class portfolios. The equity allocation is structured to maximize returns while controlling risk. The majority of equity assets are allocated in large company stocks and this is enhanced with exchange traded funds to access stocks of smaller companies (including micro-cap companies) and an allocation to non-US developed markets' stocks, emerging markets stocks and REITS. Their fixed-income strategy is also well-diversified among sectors and issuers. OCM invests in a combination of US treasury, agency, municipal, corporate and securitized bonds from government, state, and corporate issuers. | Gestionnaire de Portefeuille-Actions | 07/07/2011 |
NYNEX Corp.
NYNEX Corp. Specialty TelecommunicationsCommunications Provides local telephone services | Corporate Officer/Principal | - |
Formation de William Francis Coughlin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
NYNEX Corp.
NYNEX Corp. Specialty TelecommunicationsCommunications Provides local telephone services | Communications |
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection. | Finance |
Delta Capital Management LLC (OLD)
Delta Capital Management LLC (OLD) Investment ManagersFinance Provides asset management and investment advisory services | Finance |
Zurich Scudder Investments, Inc.
Zurich Scudder Investments, Inc. Regional BanksFinance Provides investment management services | Finance |
Babson College
Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance OCM selects securities using a fundamental research approach which includes current and forecasted developments of revenues, earnings and expenses to do a valuation, whether to invest or not. The firm blends active management of global large-cap equities with exchange traded funds (ETFs) and fixed income to construct their multi-asset class portfolios. The equity allocation is structured to maximize returns while controlling risk. The majority of equity assets are allocated in large company stocks and this is enhanced with exchange traded funds to access stocks of smaller companies (including micro-cap companies) and an allocation to non-US developed markets' stocks, emerging markets stocks and REITS. Their fixed-income strategy is also well-diversified among sectors and issuers. OCM invests in a combination of US treasury, agency, municipal, corporate and securitized bonds from government, state, and corporate issuers. | Finance |
Delta Capital Management LLC (New Jersey)
Delta Capital Management LLC (New Jersey) Investment ManagersFinance DCM’s value approach to managing equity portfolios is centered around the low price to earnings, value discipline for stock selection. The fixed income portion of their portfolios emphasizes intermediate, investment grade securities (either taxable or tax-exempt). | Finance |
















