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Dan Morris
Gestionnaire de Portefeuille-Actions chez Smithbridge Asset Management, Inc.
Postes actifs de Dan Morris
Sociétés | Poste | Début | Fin |
---|---|---|---|
Smithbridge Asset Management, Inc.
![]() Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge Asset Management, Inc. (Smithbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded by Joseph Champness in 1997. Smithbridge provides wealth management and financial planning services to individuals, trusts, and smaller pension and endowment funds. | Gestionnaire de Portefeuille-Actions | 31/12/2021 | - |
Historique de carrière de Dan Morris
Anciens postes connus de Dan Morris
Sociétés | Poste | Début | Fin |
---|---|---|---|
Morris Capital Advisors LLC
![]() Morris Capital Advisors LLC Investment ManagersFinance Morris Capital Advisors LLC (MCA) is an investment advisory firm headquartered in Malvern, Pennsylvania. The firm was founded by Daniel A. Morris in 1994 and is a subsidiary of Smithbridge Asset Management, Inc. MCA provides expert money management and distinctive service for selected individual, corporate, and institutional clients. They also serve as the advisor to a family of mutual funds. | Directeur Général | 01/01/1994 | 21/12/2021 |
Directeur en chef des Investissements | 01/01/1994 | 21/12/2021 | |
Compliance Officer | 01/01/1994 | 21/12/2021 | |
Fondateur | 01/01/1994 | 21/12/2021 | |
Gestionnaire de Portefeuille-Actions | 01/01/1994 | 21/12/2021 | |
President | 01/01/1994 | 21/12/2021 | |
Consistent Asset Management Co., Inc.
![]() Consistent Asset Management Co., Inc. Investment ManagersFinance Established in 1987, Consistent Asset Management Co., Inc. (CAM) is a registered investment advisory firm located in Chadds Ford, Pennsylvania. | Gestionnaire de Portefeuille-Actions | 15/01/1987 | 15/08/2001 |
Corporate Officer/Principal | 15/01/1987 | 15/08/2001 | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Corporate Officer/Principal | - | - |
Formation de Dan Morris
Drexel University | Graduate Degree |
Saint Vincent College | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 3 |
Chief Executive Officer | 1 |
Sectorielle
Finance | 6 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 5 |
---|---|
Smithbridge Asset Management, Inc.
![]() Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge Asset Management, Inc. (Smithbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded by Joseph Champness in 1997. Smithbridge provides wealth management and financial planning services to individuals, trusts, and smaller pension and endowment funds. | Finance |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Morris Capital Advisors LLC
![]() Morris Capital Advisors LLC Investment ManagersFinance Morris Capital Advisors LLC (MCA) is an investment advisory firm headquartered in Malvern, Pennsylvania. The firm was founded by Daniel A. Morris in 1994 and is a subsidiary of Smithbridge Asset Management, Inc. MCA provides expert money management and distinctive service for selected individual, corporate, and institutional clients. They also serve as the advisor to a family of mutual funds. | Finance |
Consistent Asset Management Co., Inc.
![]() Consistent Asset Management Co., Inc. Investment ManagersFinance Established in 1987, Consistent Asset Management Co., Inc. (CAM) is a registered investment advisory firm located in Chadds Ford, Pennsylvania. | Finance |
Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Finance |
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