Profile
Mr. Peter J.
Moran III is Independent Director at Diamond Hill Investment Group, Inc. and Senior Vice President & US Group Head at Scotia Institutional Investments US LP.
He is on the Board of Directors at Diamond Hill Investment Group, Inc.
Prior to joining Scotia Institutional Investments, Mr. Moran was the President of Constellation Investment Management Company.
He was the Director of Intermediary & Mutual Fund Distribution at Turner Investment Partners and served in mutual fund sales management positions at Pilgrim Baxter & Associates, Montgomery Asset Management, and PIMCO/Pacific Mutual.
Mr. Moran received his BA in Economics from the University of Richmond.
Former positions of Peter J. Moran
Companies | Position | End |
---|---|---|
DIAMOND HILL INVESTMENT GROUP, INC. | Director/Board Member | 2014-04-29 |
BHR Institutional Funds | President | 2010-03-07 |
Turner Investment Partners, Inc.
Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals. | Corporate Officer/Principal | 2004-12-30 |
Scotia Institutional Investments US LP
Scotia Institutional Investments US LP Investment ManagersFinance Scotia Institutional Investors US LP is a registered investment advisor located in Berwyn, Pennsylvania. The firm is a subsidiary of Bank of Nova Scotia "Scotiabank" (NYSE: BNS). | Portfolio Manager-Equities | - |
Montgomery Asset Management LLC
Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Corporate Officer/Principal | - |
Training of Peter J. Moran
University of Richmond | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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DIAMOND HILL INVESTMENT GROUP, INC. | Finance |
Private companies | 8 |
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Liberty Ridge Capital, Inc.
Liberty Ridge Capital, Inc. Investment ManagersFinance Liberty Ridge Capital, Inc., the investment adviser to PBHG Funds, was founded in 1982 by Gary L. Pilgrim to provide investment management for institutional clients. Based in Wayne, Pennsylvania, the firm is the investment adviser for pension and profit-sharing plans, charitable institutions, corporations, trusts, estates and other investment companies. Liberty Ridge is a subsidiary of Old Mutual Capital, Inc., which is owned by Old Mutual PLC (LSE: U.OML), an international financial services firm. | Finance |
Turner Investment Partners, Inc.
Turner Investment Partners, Inc. Investment ManagersFinance Founded in 1990 by Mark Turner and Robert Turner, Turner Investment Partners, Inc. is a registered investment advisor firm located in Berwyn, Pennsylvania with an additional office in Hartford, Connecticut. The firm offers institutional equity and fixed-income services, advises portfolios through relationships with managed accounts sponsors and advises mutual funds that are part of the Turner Funds group and other fund families. Turner Investment Partners' clients include pension funds, foundations, public companies, other asset managers, financial advisors and individuals. | Finance |
BHR Institutional Funds | Miscellaneous |
DundeeWealth US LP
DundeeWealth US LP Investment ManagersFinance DundeeWealth U.S. LP is a registered investment advisor located in Berwyn, Pennsylvania. The firm was formerly known as BHR Fund Advisors LP. They are the U.S. investment arm of DundeeWealth, Inc. (Toronto: DW) which acquired BHR Fund Advisors in July 2008. Their ultimate parent is the Bank of Nova Scotia (Toronto: BNS.TO). DundeeWealth U.S. develops and distributes investment products to the US market. The firm offers a variety of products to institutional investors and financial intermediaries including mutual funds, commingled funds and separately managed accounts. They also consult with financial intermediaries and pension consultants to develop customized investment solutions. DundeeWealth U.S. serves as the advisor to the DundeeWealth Funds. The DundeeWealth Funds are distributed by Portland, Maine-based Foreside Fund Services LLC. | Finance |
Pacific Investment Management Co. LLC
Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to global client base. The firm is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process. | Finance |
Constellation Investment Management Co., LP
Constellation Investment Management Co., LP Investment ManagersFinance Part of Western & Southern Mutual Holding Co., Constellation Investment Management Co., LP is a private company that manages mutual funds in an employee-owned mutual fund company. The company is based in Berwyn, PA. Constellation Investment Management Co. was acquired by Touchstone Advisors, Inc. on March 08, 2006. The company was founded by Jason Frederick Michael Moede. | Finance |
Montgomery Asset Management LLC
Montgomery Asset Management LLC Investment ManagersFinance Montgomery Asset Management LLC is a private company based in Sarasota, FL that was founded by Josephine Santos Jiménez. DDNS - Discount Domain Name Services is a family owned and operated domain registrar and hosting provider. The company was the first registrar to receive ISS certification. | Finance |
Scotia Institutional Investments US LP
Scotia Institutional Investments US LP Investment ManagersFinance Scotia Institutional Investors US LP is a registered investment advisor located in Berwyn, Pennsylvania. The firm is a subsidiary of Bank of Nova Scotia "Scotiabank" (NYSE: BNS). | Finance |
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