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Bob Morse
Directeur Général chez Morse Asset Management, Inc.
Postes actifs de Bob Morse
Sociétés | Poste | Début | Fin |
---|---|---|---|
Morse Asset Management, Inc.
![]() Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Directeur Général | 01/01/2016 | - |
Directeur en chef des Investissements | 01/01/2016 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/2016 | - | |
President | 01/01/2016 | - | |
Responsable de la banque privée | 01/01/2016 | - |
Historique de carrière de Bob Morse
Anciens postes connus de Bob Morse
Sociétés | Poste | Début | Fin |
---|---|---|---|
The Wall Street Fund, Inc. | Président | 01/01/1984 | - |
Morse, Williams & Co., Inc.
![]() Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Directeur en chef des Investissements | 01/01/1981 | 03/05/2010 |
Fondateur | 01/01/1981 | 03/05/2010 | |
Gestionnaire de Portefeuille-Actions | 01/01/1981 | 03/05/2010 | |
President | 01/01/1981 | 03/05/2010 | |
US Department of the Navy (District of Columbia) | Corporate Officer/Principal | - | - |
Wit Soundview Group, Inc. | Corporate Officer/Principal | - | - |
Hambrecht & Quist Group, Inc.
![]() Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
CG Asset Management LLC
![]() CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Directeur Général | - | - |
Président | - | - | |
Gestionnaire de Portefeuille-Actions | - | - | |
Wall Street Management Corp.
![]() Wall Street Management Corp. Investment ManagersFinance Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients. | Gestionnaire de Portefeuille-Actions | 01/05/1984 | - |
President | 01/05/1984 | - | |
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Gestionnaire de Portefeuille-Actions | 24/06/2010 | 01/11/2013 |
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Formation de Bob Morse
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 12 |
Opérationnelle
Portfolio Manager-Equities | 5 |
Corporate Officer/Principal | 4 |
President | 3 |
Sectorielle
Finance | 9 |
Miscellaneous | 2 |
Government | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
AMERICAN EXPRESS COMPANY | Finance |
Entreprise privées | 9 |
---|---|
The Wall Street Fund, Inc. | Miscellaneous |
Hambrecht & Quist Group, Inc.
![]() Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Finance |
Wall Street Management Corp.
![]() Wall Street Management Corp. Investment ManagersFinance Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients. | Finance |
Morse, Williams & Co., Inc.
![]() Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Finance |
Wit Soundview Group, Inc. | Finance |
US Department of the Navy (District of Columbia) | Government |
CG Asset Management LLC
![]() CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Finance |
Morse Asset Management, Inc.
![]() Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Finance |
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |