Thomas Delaney

Portfolio Manager-Equities at

Lee, Danner & Bass, Inc.

Finance

Consumer Services

Profile

Mr. Thomas W.
Delaney, CFA MBA, is a Portfolio Manager at Lee, Danner & Bass, Inc. Prior to joining the firm, Mr. Delaney was a Director and Portfolio Manager at Harris Associates, in their Private Wealth Management department.
He is a graduate of Saint Louis University, where he majored in Finance and Economics.
He earned his Masters of Business Administration from the University of Chicago’s Booth School of Business with concentrations in Finance, Economics, International Business and Econometrics & Statistics.
He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute.

Thomas Delaney active positions

Companies	Position	Start
Lee, Danner & Bass, Inc. Lee, Danner & Bass, Inc. Investment ManagersFinance LDB aims to preserve and enhance their clients’ capital. They seek to achieve the highest possible investment return for clients, consistent with their individual objectives and constraints. The firm provides investment management services of financial assets, to include stocks, bonds, mutual funds, ETFs, options, and cash equivalent money market instruments. LDB utilizes both the top-down and bottom-up approaches to conduct a comprehensive stock selection process.	Portfolio Manager-Equities	2025-03-31

All active positions of Thomas Delaney

Former positions of Thomas Delaney

Companies	Position	End
Harris Associates LP Harris Associates LP Investment ManagersFinance Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process.	Portfolio Manager-Equities	2024-12-31
SEI Investments Management Corp. SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies.	Corporate Officer/Principal	2007-12-31

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Linked companies

Private companies	5
Harris Associates LP Harris Associates LP Investment ManagersFinance Harris is a global asset manager that seeks to invest in businesses that are priced at substantial discounts to their estimate of intrinsic value. The firm adheres to a fundamental, bottom-up idea generation process.	Finance
Lee, Danner & Bass, Inc. Lee, Danner & Bass, Inc. Investment ManagersFinance LDB aims to preserve and enhance their clients’ capital. They seek to achieve the highest possible investment return for clients, consistent with their individual objectives and constraints. The firm provides investment management services of financial assets, to include stocks, bonds, mutual funds, ETFs, options, and cash equivalent money market instruments. LDB utilizes both the top-down and bottom-up approaches to conduct a comprehensive stock selection process.	Finance
SEI Investments Management Corp. SEI Investments Management Corp. Investment ManagersFinance SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offer clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. The firm manages products across a very wide range of investment strategies.	Finance
St. Louis University St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services