Carl Robert Morganstein
Gestionnaire de Portefeuille-Actions chez Griffin Asset Management, Inc.
Profil
Mr. Carl R.
Morganstein is a Managing Director & Portfolio Manager at Griffin Asset Management, Inc. He manages portfolios with a dividend growth and covered call focus and he has a keen interest in special situation companies.
Mr. Morganstein joined Griffin in 2018 from Morgan Stanley and has over 45 years in the investment management industry.
He began his career as a financial advisor with PaineWebber and rose through the ranks to become the branch manager and National Sales Manager at a number of large Wall Street firms such as E.F.
Hutton.
He graduated from Temple University with a B.S.
in Accounting.
Postes actifs de Carl Robert Morganstein
| Sociétés | Poste | Début |
|---|---|---|
Griffin Asset Management, Inc.
 Griffin Asset Management, Inc. Investment ManagersFinance Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies. | Gestionnaire de Portefeuille-Actions | 01/01/2018 |
Anciens postes connus de Carl Robert Morganstein
| Sociétés | Poste | Fin |
|---|---|---|
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Analyst-Equity | - |
Formation de Carl Robert Morganstein
| Temple University (Pennsylvania) | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
Griffin Asset Management, Inc.
Griffin Asset Management, Inc. Investment ManagersFinance Griffin Asset Management LLC (Griffin) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2006 as a result of the merger between its two predecessor firms Hovey, Youngman Associates, Inc. and Griffin Asset Management, LLC. Griffin provides customized wealth management solutions for individuals, families, trusts and institutions. The firm also manages money for individuals, institutions, and investment companies in various investment strategies. | Finance |