Adrian Bjorn Morffi
Directeur Financier/CFO chez SeaBridge Investment Advisors LLC
Profil
Mr. Adrian B.
Morffi, CFA MBA, is a Managing Director, Chief Financial Officer & Member of Investment Committee at SeaBridge Investment Advisors LLC.
In this role, he oversees portfolio management activities of the Core Global, Global Growth, and Longview Strategies and has oversight of the financial affairs of the firm.
He is a member of the SeaBridge’s Investment Committee.
He joined SeaBridge in 2011 as a Research Analyst supporting portfolio managers with equity research across SeaBridge investment styles.
He became a portfolio manager of the Global Growth and Longview strategies in 2016 and the Core Global strategy in 2021.
Previously, he served as an Assurance Advisor at Ernst & Young for five years working in the Caymans Islands and West Palm Beach offices.
He graduated from Florida State University with a bachelor’s degree in Accounting and Finance and went on to earn a Master’s in Accounting degree.
He received his MBA from Emory University.
He is a CFA charterholder, holds a CPA license, and is a CFP.
Postes actifs de Adrian Bjorn Morffi
| Sociétés | Poste | Début |
|---|---|---|
SeaBridge Investment Advisors LLC
 SeaBridge Investment Advisors LLC Investment ManagersFinance SeaBridge Investment Advisors LLC (SeaBridge) is an independent SEC-registered investment advisor and wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1996 by Garnett Keith. SeaBridge provides portfolio management services to individuals, high net-worth individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds, foreign funds such as UCITs, SICAVs and foreign investment companies, and other US and international institutions and to investment companies. | Directeur Financier/CFO | 01/01/2021 |
Anciens postes connus de Adrian Bjorn Morffi
| Sociétés | Poste | Fin |
|---|---|---|
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | 30/04/2011 |
Formation de Adrian Bjorn Morffi
| Florida State University | Undergraduate Degree |
| Emory University | Masters Business Admin |
| The Florida State University College of Business | Graduate Degree |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
SeaBridge Investment Advisors LLC
SeaBridge Investment Advisors LLC Investment ManagersFinance SeaBridge Investment Advisors LLC (SeaBridge) is an independent SEC-registered investment advisor and wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1996 by Garnett Keith. SeaBridge provides portfolio management services to individuals, high net-worth individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds, foreign funds such as UCITs, SICAVs and foreign investment companies, and other US and international institutions and to investment companies. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
