Mr. Delaney has been Serving Investors Since 1965
As a junior in high school a teacher was giving exrta credit for reading the Wall Street Journal and creating and managing paper portfolios. It was then that Mr. Delaney developed an avid interest in the stock market. He bought his first stocks as a teenager.
Mr. Delaney started professionally in the investment business in 1965 while a student at St.John's University. He completing a six month investment training program in the evenings. He earned his full securities license in the program run by Investors Planning Corporation, a registered broker-dealer with the Securities and Exchange Commission. Mr.Delaney worked as a part time register representative while at St. John's University in New York City. He graduated with a Bachelor in Business Administration in January 1967 from St. John's. After graduating from St. John's he went to work for the IBM Corporation in New York City as a sales representative since they were offering him twice what a brokerage firm would pay and his wife was pregnant. He spent two and one half years with IBM. However, he continued on a part time basis selling investments.
In June of 1969 he was recruited to join Shearson Hammill & Company, members of the New York Stock Exchange ( Shearson later became a part of Smith Barney now a part of Morgan Stanley. He entered their investment executive training program in July of 1969 at 14 Wall Street. He graduated from that program in January of 1970 and began managing money and acting as a broker for individual investors and small institutions. This was a difficult period as the financial markets were at the beginning of a major Bear Market which lasted to 1981.
In August 1971 Mr. Delaney was recruited by Dean Witter one of the largest investment banking firms in the world. Dean Witter merged with Morgan Stanley in 1997 and later dropped the Dean Witter name. In late January 1974 Mr. Delaney was recruited by Merrill Lynch to move to the West Coast to become their Alternate Investments Specialist in Southern California. In January 1975 Mr. Delaney spent ninety days training with CIGNA for life insurance and financial planning. On April 1,1975 Mr. Delaney rejoined Dean Witter. In 1977 he was promoted to Western Director of Tax Advantaged Investments and then Vice President of Marketing attached to the corporate office. In this role Mr. Delaney had co-responsibility nationally for originating and marketing all the firms alternate investments including apartment complexes, low income housing, office buildings, shopping centers, industrial buildings, self-storage, real estate workouts, oil & gas drilling programs and equipment leasing.
Drexel Burnham Lambert (DBL) recruited Mr. Delaney to co-manage their Alternate Investment Department in New York. DBL was a member of the New York Stock Exchange and a registered broker-dealer with the Securities and Exchange Commission. DBL is best known for its high yield bond innovation . In January 1979 he joined DBL as Vice President of Marketing in the New York corporate office at 60 Broad Street. He was later promoted to Corporate Vice President. While at DBL Mr. Delaney had co-responsibility nationally for originating and marketing all the firms alternate investments including apartment complexes, low income housing, office buildings, shopping centers, industrial buildings, self-storage, hotels, real estate workouts, oil & gas drilling programs, onshore & offshore drilling rigs, equipment leasing and managed commodities accounts.
In late 1981 Mr. Delaney formed J.V. Delaney & Associates a registered securities broker-dealer with the Securities and Exchange Commission and became a member of the National Association of Securities Dealers ( Now known as FINRA). The firm was formed to originated and fund private placements and to advise financial service firms.
The Travelers Equity Sales, Inc.( acquired by Met Life in 2005), was a wholly owned subsidiary of the Travelers was his first advisory client with respect to due diligence procedures and marketing investment products. Mr. Delaney consulted Travelers from 1983 to 1985. Travelers is one of the largest financial service/insurance companies in the world.
Later the firm became involved in private equity, venture capital and leveraged buyouts (LBO). The largest LBO transaction
Mr. Delaney became involved with was over $600 million. Some of the financial institutions that have agreed to participate in Delaney originated ideas are Donaldson, Lufkin & Jenrette (purchased by Credit Swiss), GE Capital and First Chicago Bank (merged into Bank One Corporation in 1998) and Chase Manhattan Bank ( Chase acquired J.P. Morgan in 2000. The combined company was renamed J P Morgan Chase & Co).
Mr.Delaney has been a member of the Securities Industry and Financial Markets Association (SIFMA). He has traveled to Washington, D.C. as often as once a year to meet with Members of Congress, the S.E.C and F.I.N.R.A to discuss financial services legislation . He was a member of the following SIFMA Committees: Corporate Finance, Investment Banking, Membership, Sales & Marketing, International and Investment Advisory over a 30 year period.
Mr. Delaney has spoken at 12 Investment conferences coast-to-coast in the past 8 years. His topics ranged from Private Wealth Management & Family Offices, Alternative Investments, Crowd Funding, Real Estate Private Equity and at a Banks and Financial Institutions Forum on Asset Backed Securities and Restructuring. Additionally he has spoken to and/or given over one thousand seminars/meetings on sales & marketing and financial products to Financial Advisors and their clients nationwide.
Mr. Delaney has developed, structured and marketed of private and public offerings.
Mr. Delaney started professionally in the investment business in 1965 while a student at St.John's University. He completing a six month investment training program in the evenings. He earned his full securities license in the program run by Investors Planning Corporation, a registered broker-dealer with the Securities and Exchange Commission. Mr.Delaney worked as a part time register representative while at St. John's University in New York City. He graduated with a Bachelor in Business Administration in January 1967 from St. John's. After graduating from St. John's he went to work for the IBM Corporation in New York City as a sales representative since they were offering him twice what a brokerage firm would pay and his wife was pregnant. He spent two and one half years with IBM. However, he continued on a part time basis selling investments.
In June of 1969 he was recruited to join Shearson Hammill & Company, members of the New York Stock Exchange ( Shearson later became a part of Smith Barney now a part of Morgan Stanley. He entered their investment executive training program in July of 1969 at 14 Wall Street. He graduated from that program in January of 1970 and began managing money and acting as a broker for individual investors and small institutions. This was a difficult period as the financial markets were at the beginning of a major Bear Market which lasted to 1981.
In August 1971 Mr. Delaney was recruited by Dean Witter one of the largest investment banking firms in the world. Dean Witter merged with Morgan Stanley in 1997 and later dropped the Dean Witter name. In late January 1974 Mr. Delaney was recruited by Merrill Lynch to move to the West Coast to become their Alternate Investments Specialist in Southern California. In January 1975 Mr. Delaney spent ninety days training with CIGNA for life insurance and financial planning. On April 1,1975 Mr. Delaney rejoined Dean Witter. In 1977 he was promoted to Western Director of Tax Advantaged Investments and then Vice President of Marketing attached to the corporate office. In this role Mr. Delaney had co-responsibility nationally for originating and marketing all the firms alternate investments including apartment complexes, low income housing, office buildings, shopping centers, industrial buildings, self-storage, real estate workouts, oil & gas drilling programs and equipment leasing.
Drexel Burnham Lambert (DBL) recruited Mr. Delaney to co-manage their Alternate Investment Department in New York. DBL was a member of the New York Stock Exchange and a registered broker-dealer with the Securities and Exchange Commission. DBL is best known for its high yield bond innovation . In January 1979 he joined DBL as Vice President of Marketing in the New York corporate office at 60 Broad Street. He was later promoted to Corporate Vice President. While at DBL Mr. Delaney had co-responsibility nationally for originating and marketing all the firms alternate investments including apartment complexes, low income housing, office buildings, shopping centers, industrial buildings, self-storage, hotels, real estate workouts, oil & gas drilling programs, onshore & offshore drilling rigs, equipment leasing and managed commodities accounts.
In late 1981 Mr. Delaney formed J.V. Delaney & Associates a registered securities broker-dealer with the Securities and Exchange Commission and became a member of the National Association of Securities Dealers ( Now known as FINRA). The firm was formed to originated and fund private placements and to advise financial service firms.
The Travelers Equity Sales, Inc.( acquired by Met Life in 2005), was a wholly owned subsidiary of the Travelers was his first advisory client with respect to due diligence procedures and marketing investment products. Mr. Delaney consulted Travelers from 1983 to 1985. Travelers is one of the largest financial service/insurance companies in the world.
Later the firm became involved in private equity, venture capital and leveraged buyouts (LBO). The largest LBO transaction
Mr. Delaney became involved with was over $600 million. Some of the financial institutions that have agreed to participate in Delaney originated ideas are Donaldson, Lufkin & Jenrette (purchased by Credit Swiss), GE Capital and First Chicago Bank (merged into Bank One Corporation in 1998) and Chase Manhattan Bank ( Chase acquired J.P. Morgan in 2000. The combined company was renamed J P Morgan Chase & Co).
Mr.Delaney has been a member of the Securities Industry and Financial Markets Association (SIFMA). He has traveled to Washington, D.C. as often as once a year to meet with Members of Congress, the S.E.C and F.I.N.R.A to discuss financial services legislation . He was a member of the following SIFMA Committees: Corporate Finance, Investment Banking, Membership, Sales & Marketing, International and Investment Advisory over a 30 year period.
Mr. Delaney has spoken at 12 Investment conferences coast-to-coast in the past 8 years. His topics ranged from Private Wealth Management & Family Offices, Alternative Investments, Crowd Funding, Real Estate Private Equity and at a Banks and Financial Institutions Forum on Asset Backed Securities and Restructuring. Additionally he has spoken to and/or given over one thousand seminars/meetings on sales & marketing and financial products to Financial Advisors and their clients nationwide.
Mr. Delaney has developed, structured and marketed of private and public offerings.