What’s in a Name?
Belleros Capital Management is named after the Greek hero Bellerophon who is best known for defeating the mythical, fire-breathing Chimera that tormented the Greek city-state of Lycia. The creature had the head (and body) of a lion, the head of a goat protruding from its back, and a tail that featured a serpent.
The heads of the Chimera represent what we believe are the three largest threats to investors’ long-term investment and retirement goals:
- high “all-in” investment-related fees,
- poor investment performance, and
- the failure by investors to be disciplined and committed to a long-term investment strategy.
Tim Hai, CFA®, CAIA®
Partner
- Chief Investment Officer and Senior Portfolio Manager
- 25 years of experience in the investment industry
- 10 years of experience in investment management
- 6 years of experience overseeing public equity and fixed-income assets for a $10 billion multi-employer pension plan
- Oversight of a $1.2 billion program of investment managers utilizing a concentrated stock mandate
- M.B.A. – Loyola College of Maryland, 2000
- B.S. Finance – University of Maryland, College Park, 1996
- Achieved Chartered Financial Analyst® designation in 2003
- Achieved Chartered Alternative Investment Analyst® designation in 2011
Tim has 25 years of diversified investment experience that includes the research and direct investment management of stocks and bonds for high net worth and small business clients. Additionally, Tim has experience in manager research and due diligence, helping oversee and manage a $10 billion institutional pension fund. Tim had direct oversight of the pension fund’s equity and fixed-income investment portfolios managed by outside investment managers. Tim had specific oversight over the pension fund’s $1.2 billion concentrated managers program that sought to extract value add from some of the country’s best investment managers through a mandate that required high conviction and a limited number of stock positions.
Tim has also recently completed coursework in international investing and currency management with the Oxford International Investment Programme at the Said Business School at the University of Oxford, United Kingdom.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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Woody Derricks, CFP®, ADPA®
Partner
- President and Chief Compliance Officer
- 23 years of industry experience
- Founded Partnership Wealth Management in 2005
- B.A. Government & Politics – University of Maryland, College Park, 1997
- Obtained his CERTIFIED FINANCIAL PLANNERTM certification in 2011
- Obtained his Accredited Domestic Partnership AdvisorSM certification in 2011
Woody has over 23 years of experience helping individuals, couples, and families work towards their financial goals. He specializes in assisting clients with complex planning strategies. Woody holds a certificate in the Mastery of Philanthropic Solutions in Financial Planning from the Financial Planning Association/American Heart Association. He has also served as a mentor and manager to financial advisors throughout his career.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Debbie Doyle
- Financial Planner
- 5 years of industry experience
- B.B.A Finance – Loyola University Maryland, 2017
With a passion for improving the financial lives of those around her, Debbie specializes in providing relatable advice to Baltimore’s hard-working, young professionals. She works with clients to develop financial plans, provides ongoing client service, and helps with operational, service-oriented tasks.
Debbie’s attention to detail, excellent listening skills, and empathy are key symbols of her respect and thoughtfulness to our clients.
