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Donald Frank Woodley

Co-Founder & Principal at Woodley Farra Manion Portfolio Management, Inc.
Overview
In The News
Relationships
Paths
Education
Career History
Boards & Committees
Political Donations

Donald Frank Woodley

Co-Founder & Principal at Woodley Farra Manion Portfolio Management, Inc.

Overview

Notable Companies
Woodley Farra Manion Portfolio Management, Inc.
Board Seats
3
Number of Relationships
This person is connected to 46 people.

In The News See more

RelSci
October 13, 2017

Relationships See Details


Co-Founder & Principal at Woodley Farra Manion Portfolio Management, Inc.

Chief Compliance Officer at Woodley Farra Manion Portfolio Management, Inc.

Principal, Portfolio Manager & Research Analyst at Woodley Farra Manion Portfolio Management, Inc.

Principal, Portfolio Manager & Research Analyst at Woodley Farra Manion Portfolio Management, Inc.

Research Analyst & Securities Trader at Woodley Farra Manion Portfolio Management, Inc.

Former Member, Investment Committee at Trust & Investment Advisors, Inc.

President & Chief Executive Officer & Manager of Preferred Securities at Trust & Investment Advisors, Inc.

Investment Advisor Representative at Trust & Investment Advisors, Inc.

Chief Executive Officer & Managing Partner at WE Family Offices LLC

Managing Director at Atlas Capital Advisors LLC
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Educational Background

Bachelor of Science in Finance 
Class of 1977 
Indiana University is a major multi-campus public research institution, grounded in the liberal arts and sciences, and a world leader in professional, medical, and technological education. Indiana University’s mission is to provide broad access to undergraduate, graduate, and continuing education for students throughout Indiana, the United States, and the world, as well as outstanding academic and cultural programs and student services. Indiana University seeks to create dynamic partnerships with the state and local communities in economic, social, and cultural development and to offer leadership in creative solutions for 21st century problems. Indiana University strives to achieve full diversity, and to maintain friendly, collegial, and humane environments, with a strong commitment to academic freedom.

Career History

Co-Founder & Principal
1995 - Current
Woodley Farra Manion Portfolio Management's (WFM) investment strategies are generally long-term in nature. However, the firm's investment strategies may include short-term purchases depending on the individual needs and objectives of the clientand whether the investment meets the objective in a short time frame. WFM typically provides advice on individual stocks and bonds. In some instances, they may utilize Treasuries or municipal securities, bank CDs, and preferred securities. WFM builds a portfolio of individual stocks consisting of 25-30 companies in several different industries that provides diversification and exposure to the growth of the world economy. Stocks are generally of companies with a market-cap of at least $1 billion at the time of original purchase. These companies are selected for their financial strength, larger size, prospect for growing sales and earnings, and because they appear undervalued given their strength and prospects. Stocks paying dividends are also emphasized. For the fixed income portion of a client’s portfolio, WFM uses at least A-rated bonds, FDIC insured bank CDs and preferred securities of financially solid companies. These securities are laddered so that there are maturities in most years to protect against rising interest rates.
Vice President
1985 - 1991
JPMorgan Chase Bank NA is a fund distributor located in Boston. The firm is a subsidiary of JPMorgan Securities LLC. Their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM)
Registered Representative
1980 - 1984
J.J.B. Hilliard, W.L. Lyons LLC is a broker/dealer headquartered in Louisville, Kentucky. The firm is a subsidiary of HL Financial Services LLC. They provide a full array of investment services. J.J.B. Hilliard specializes in a variety of industries including banks, REITs, technology, healthcare, pharmaceuticals, specialty chemicals, utilities, telecommunications providers, entertainment and leisure. The firm focuses on companies that provide niche products or services not easily duplicated. The companies they recommend must exhibit a combination of attributes including high returns on assets and equity, reliable earnings that are growing and manageable debt. J.J.B. Hilliard also prefers companies that generate excess cash.Through its predecessors, the firm's origins can be traced to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Co. combined to become J.J.B. Hilliard, W.L. Lyons. In 1972, Hilliard Lyons exchanged its traditional partnership form of business for a corporation model. Then, in 1998, Hilliard Lyons was acquired by PNC Financial Services GroupI. In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, Inc. of Bowling Green, Kentucky, a diversified, employee-owned company.
Special Agent
1977 - 1979
The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. It offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. The firm also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI.

Boards & Committees

Corporate Boards ▾
Chairman of Portfolio Management Committee
Current
Woodley Farra Manion Portfolio Management's (WFM) investment strategies are generally long-term in nature. However, the firm's investment strategies may include short-term purchases depending on the individual needs and objectives of the clientand whether the investment meets the objective in a short time frame. WFM typically provides advice on individual stocks and bonds. In some instances, they may utilize Treasuries or municipal securities, bank CDs, and preferred securities. WFM builds a portfolio of individual stocks consisting of 25-30 companies in several different industries that provides diversification and exposure to the growth of the world economy. Stocks are generally of companies with a market-cap of at least $1 billion at the time of original purchase. These companies are selected for their financial strength, larger size, prospect for growing sales and earnings, and because they appear undervalued given their strength and prospects. Stocks paying dividends are also emphasized. For the fixed income portion of a client’s portfolio, WFM uses at least A-rated bonds, FDIC insured bank CDs and preferred securities of financially solid companies. These securities are laddered so that there are maturities in most years to protect against rising interest rates.
Chairman of Portfolio Management Committee
Prior
Trust Investment & Advisors's (TIA) investment strategy determines an appropriate asset allocation for each client and utilizes their model equity and fixed income portfolios. The investment objective of TIA’s Value Equity Portfolio is to purchase stocks of companies selling below their intrinsic business value. TIA looks companies that are financially strong with better than average returns on capital. In addition, the firm believe companies in their portfolio should pay at least a minimal level of dividends with a goal of having a dividend yield exceeding that of the market. The investment objective of TIA’s Income Equity Portfolio is to invest in companies having a high current yield with a growing stream of dividend income. TIA performs their own fundamental research, utilizing a leading financial database to screen for potential purchase candidates meeting predetermined criteria. Typically, the portfolio consists of a well-diversified portfolio of 25 to 30 stocks. TIA may use common stock substitutes such as preferred stock or convertible debt in certain situations, though this is not a common practice. TIA maintains and monitors diversification guidelines on both a company and industry basis. The firm has a policy of staying fully invested at all times and does not try to time the market.^
Member of Stock Selection Committee
Prior
JPMorgan Private Bank's (JPM) investment approach focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. Portfolios are actively managed. Though not limited by sector, JPM tends to invest in the stocks of companies in the finance, consumer non-durables, technology services, healthcare technology and electronic technology sector. The firm invests globally, across all market-caps

Political Donations

$10K
2017
$10K
2016
$5,000
2015
$5,000
2015
$5,000
2014
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Other Affiliations

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