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Home > Financial Services > Stock Brokers > Mcconnell, Budd & Romano, Inc.
Mcconnell, Budd & Romano, Inc.
Mcconnell, Budd & Romano, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
David is responsible for managing MB&R’s Financial Advisory Group and is most active in assisting clients in the development and implementation of their merger and acquisition strategies. Prior to the founding of MB&R in 1992, he was Co Director of the Merger and Acquisition Group at Keefe, Bruyette & Woods. David received his B.A. from Hobart College, his Masters Degree from the Wharton School at the University of Pennsylvania and studied at the Queen’s University of Belfast, Northern Ireland.
During 1998 and 1999, Ched was most active with MB&R’s emergence as a leading financial advisor and manager of community offerings fornewly chartered banks. He was formerly a Director and Head of the Corporate Finance Group of Keefe, Bruyette & Woods; they received his B.A. from Trinity College in Hartford, Connecticut.
The investment philosophy of they reflects a relative value approach. The firm favors stocks that trade at a discount to peer group averages in terms of book value and price earnings multiples. They tend to consider selling stocks that trade at meaningful premiums to both of these measures where the differentials cannot be justified by quality of earnings or by other identifiable factors. They also position its investments to take advantage of the continuing consolidation process within the banking industry.
The Company believes that its approach to community bank and thrift investing can yield results superior to those of market and industry indices. Specific performance comparisons are available upon request. Of course, as with any equity investment, past performance is not necessarily indicative of future results.
The Company seeks accounts which are $100,000 or greater in initial magnitude and can accommodate large portfolios. The firm's largest single non institutional account currently exceeds $6,000,000. Accounts maintained at they are non discretionary brokerage accounts, for which an asset based fee is charged.With the past performance of the company in mind and the expertise and dedication of the management and staff the company is expected go to far greater heights in the near future.
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