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About
Thomas Delaney is a Portfolio Manager at LEE DANNER & BASS INC in Nashville, TN, where he oversees investment strategies and portfolio construction for individual, family, and institutional clients. In this role, he focuses on equity and fixed income asset classes, and applies quantitative and fundamental analysis methods to select investments based on client needs and market conditions.
Prior to joining LEE DANNER & BASS INC in April 2025, Thomas held leadership positions at Harris Associates, where he served as Director and Portfolio Manager within Private Wealth Management from 2015 to 2025, and as Senior Portfolio Specialist from 2008 to 2015. He also brings experience as a Hedge Fund Analyst at SEI Investments Management Corp. in 2007-2008, giving him broad expertise across public and private market securities, including mutual funds, hedge funds, and customized portfolios.
Thomas holds an MBA from The University of Chicago Booth School of Business with concentrations in Finance, Economics, International Business, and Econometrics & Statistics, and a BSBA in Economics and Finance from Saint Louis University. His notable achievements include leadership in portfolio management for high-net-worth individuals and institutional accounts, and he is recognized for his analytical rigor and strategic investment insights, particularly in U.S. equities and multi-asset portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LEE DANNER & BASS, INC. | Portfolio Manager | Apr 2025 to Present | Responsible for customized asset management solutions via publicly traded equity and fixed income securities for institutional and high net worth clients. |
| Harris Associates | Director and Portfolio Manager - Private Wealth Management | Jul 2015 to Jan 2025 | • Participate in the establishment and maintenance of approved portfolio models available for
purchase for the firm’s private clients
• Analyze client’s investment objectives, goals and constraints, l... |
| Harris Associates | Senior Portfolio Specialist | May 2008 to Jul 2015 | • Analyze portfolio manager orders for proper weight target given upside, holding limit, price, and other factors
• Oversee completion and approval process of all international client presentation... |
| SEI | Hedge Fund Portfolio Analyst | Nov 2007 to May 2008 | Portfolio Analyst in the Fund Accounting Department
• Reconcile cash and position discrepancies between SEI and client
• Responsible for researching, gathering and ensuring that all Corporate Action... |
| Boeing | Financial Analyst and Contracts Negotiator | May 2005 to Dec 2006 | • Assist with the negotiation of contracts of upgrades on the F/A-18 jet
-Attend weekly meetings with contract experts to plan negotiation strategy
• Analyze financial data to forecast cost implicat... |
| The University News | Sports Editor and Managing Editor and Staff Writer | Jan 2004 to May 2007 | • 2005 Best Sports Commentator for the state of Missouri
• Managed total newspaper staff of twenty, sports staff of eight, and day-to-day operations
• Write weekly articles and layout multiple pages
... |
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics, International Business and Econometrics & Statistics
2010 — 2013
Saint Louis University
BSBA, Economics and Finance
2003 — 2007
Saint Ignatius High School
1999 — 2003
Skills & Expertise
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