David has been in the securities business since 1958 when he graduated from The Amos Tuck School of Business at Dartmouth. Dave learned the bond business at Halsey Stuart & Co., the brokerage business at White Weld & Co. and Tucker Anthony (which ultimately became RBC Dain Rauscher), and portfolio management at Loomis Sayles & Co., where he served as President of the Loomis Sayles Mutual Fund, a balanced fund, from 1970-1973. Dave graduated from Bowdoin College in 1954, and joined the U.S. Army shortly thereafter. He holds the Series 1, 63 and 65 license.
Dave lives in Winchester, Ma and Carefree, AZ with his wife of over 40 years. He is an avid sports fan, and keeps his handicap low with phenomenal putting.
(D.J.) began his career in the mutual fund business with Fidelity Investments in 1987. Subsequent to that he joined the money management firm of Freedom Capital Management as a research analyst, and ultimately managed portfolios for high net worth individuals, pension funds, and foundations. In 1994 D.J. joined Tucker Anthony to build his own portfolio management practice. In 2005 he left RBC Dain Rauscher (the successor firm to Tucker Anthony) to join Moors and Cabot and create EagleClaw Capital Management. He is a 1987 graduate of Bowdoin College, and earned the Chartered Financial Analyst (CFA) designation in 1993. He is a member of the Boston Security Analysts Society and the CFA Institute, and holds the Series 7, 63 and 65 licenses.
DJ lives in Hingham, MA with his wife and 3 children. In addition to spending free time with his family, DJ enjoys fishing, woodworking and has just taken up mountain biking.
Ms. Kelliher has been serving as Eagleclaw Capital Management’s Chief Compliance Officer since September of 2018. Ms. Kelliher also works for the Compliance Department at Moors & Cabot, an affiliated firm based in Boston, MA. Prior to Eagleclaw and Moors & Cabot, Ms. Kelliher worked at Metlife where she was the Regional Compliance Coordinator for the New England region. She has also worked for Canaccord Genuity Inc., a Canadian Investment Bank, as well as Morgan Stanley. Ms. Kelliher received a Bachelor of Arts degree in Economics from Stonehill College. She is an active in various charitable organizations in the Boston area. As a Registered Representative of Moors & Cabot, Inc., Ms. Kelliher holds Series 3, 7, 24, 63, and 65 licenses.
Julie Curtin joined EagleClaw Capital Management in 2014, and assists our team in all facets of operations and customer-based services. Prior to joining our team, she began her career as an operations associate at Adams, Harkness & Hill, Inc., in a role that involved her acting as an internal liaison between the firm’s operations department and trading desk. From there, she moved on to become as sales associate at Deutsche Bank and Morgan Stanley, where she gained valuable experience in the areas of customer service and account administration.
She currently resides in Arlington with her husband and two daughters.
Joe joined the EagleClaw Capital Management Team as a Client Associate in August 2019. He is a recent graduate of James Madison University with a major in Finance. Joe has had past internship experience at a Registered Investment Adviser in a client-facing role, as well as working for his father’s painting company. In addition to his work experiences, Joe served in an executive role as recruitment head for his fraternity while in school. Joe is from and resides in Medfield, Massachusetts. His interests include fishing, hiking, basketball, classic rock music, and Boston sports.