Profile
Prior to joining Capstone, Mr. Dillon was with Wood Asset as an Executive Vice President from September 2005 to March 2008.
He was the Managing Director, head of sales and trading, and co-founder of the institutional equity business for the Stanford Group Company and the Stanford Washington Research Group based in New York.
He has extensive experience as analyst and portfolio manager.
He worked in institutional sales and sales management for several firms including Donaldson Lufkin and Jenrette, Salomon Brothers, and UBS where he was a member of the firm Investment Policy Committee.
Mr. Dillon is a graduate of the University of North Carolina, Chapel Hill and an MBA from Emory University.
He is a Chartered Financial Analyst charter holder.
Former positions of Tad A. Dillon
| Companies | Position | End |
|---|---|---|
Wood Asset Management LLC
 Wood Asset Management LLC Investment ManagersFinance Founded in 1994, Wood Asset Management, Inc. is a registered investment advisor located in Sarasota, Florida. They are a subsidiary of Titanium Asset Management Corp. and their ultimate parent is Ganden Holdings Ltd. The firm manages equity, balanced, fixed-income and convertible securities portfolios for institutions, Taft Hartley accounts, foundations, endowments, and high net-worth individuals throughout the US | Sales & Marketing | 29/02/2008 |
Capstone Investments
 Capstone Investments Investment Banks/BrokersFinance Founded in 1995, Capstone Investments is a broker/dealer headquartered in San Diego, California with an additional office in Milwaukee, Wisconsin. The firm provides a full range of institutional services including, investment banking, research, deal origination and capital introduction services. They provide fundamental research and investment opinions to their clients primarily on small- to mid-cap companies. | Institutional Sales | - |
Stanford Group Co.
 Stanford Group Co. Investment Banks/BrokersFinance Founded in 1932, Stanford Group Co. is a broker/dealer headquartered in Houston, Texas with offices nationwide. They are a subsidiary of Stanford Financial Services, Inc. and their ultimate parent is CBaySystems Holdings Ltd. The firm offers a full range of brokerage services for both domestic and international clients. They are a member of the NASD and the SIPC. Stanford's research includes both institutional equity research and Washington-focused policy research, offering a perspective on individual companies, sector-specific topics and national policy. Their equity analysts offer insight and opinions on companies in the consumer/retail, media, energy, financial institutions, healthcare, technology and water/environment sectors, targeting small- and mid-cap companies. Their policy analysts deliver investment relevant insights across a broad range of sectors, including geopolitics, international/trade, Federal Reserve board policy, health care (including services, medical devices and pharmaceuticals, telecom, media, financial services, water/environment, agribusiness/tobacco, energy) and technology (including information technology services, homeland security and biometrics/emerging technologies). | Corporate Officer/Principal | - |
UBS Capital Americas LLC
 UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Corporate Officer/Principal | - |
| Salomon Brothers | Corporate Officer/Principal | - |
Training of Tad A. Dillon
| The University of North Carolina at Charlotte | Undergraduate Degree |
| Emory University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Wood Asset Management LLC
Wood Asset Management LLC Investment ManagersFinance Founded in 1994, Wood Asset Management, Inc. is a registered investment advisor located in Sarasota, Florida. They are a subsidiary of Titanium Asset Management Corp. and their ultimate parent is Ganden Holdings Ltd. The firm manages equity, balanced, fixed-income and convertible securities portfolios for institutions, Taft Hartley accounts, foundations, endowments, and high net-worth individuals throughout the US | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
| Salomon Brothers | Finance |
UBS Capital Americas LLC
UBS Capital Americas LLC Investment ManagersFinance Spun out of UBS AG (NYSE: UBS) in 2000, UBS Capital Americas LLC is a private equity firm based in New York City | Finance |
Stanford Group Co.
Stanford Group Co. Investment Banks/BrokersFinance Founded in 1932, Stanford Group Co. is a broker/dealer headquartered in Houston, Texas with offices nationwide. They are a subsidiary of Stanford Financial Services, Inc. and their ultimate parent is CBaySystems Holdings Ltd. The firm offers a full range of brokerage services for both domestic and international clients. They are a member of the NASD and the SIPC. Stanford's research includes both institutional equity research and Washington-focused policy research, offering a perspective on individual companies, sector-specific topics and national policy. Their equity analysts offer insight and opinions on companies in the consumer/retail, media, energy, financial institutions, healthcare, technology and water/environment sectors, targeting small- and mid-cap companies. Their policy analysts deliver investment relevant insights across a broad range of sectors, including geopolitics, international/trade, Federal Reserve board policy, health care (including services, medical devices and pharmaceuticals, telecom, media, financial services, water/environment, agribusiness/tobacco, energy) and technology (including information technology services, homeland security and biometrics/emerging technologies). | Finance |
Capstone Investments
Capstone Investments Investment Banks/BrokersFinance Founded in 1995, Capstone Investments is a broker/dealer headquartered in San Diego, California with an additional office in Milwaukee, Wisconsin. The firm provides a full range of institutional services including, investment banking, research, deal origination and capital introduction services. They provide fundamental research and investment opinions to their clients primarily on small- to mid-cap companies. | Finance |
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