Dave Morton
Fondateur chez AdvisorGuide LLC
Profil
Mr. David H.
Morton is a Director of Research & Portfolio Manager at Global View Capital Management LLC, a Founder, Editor & Publisher at AdvisorGuide LLC and a Member at Financial Planning Association.
After entering the financial services industry in 1982, Mr. Morton founded and was President of David H.
Morton, Ltd., a money management firm from 1984-2005.
He served from 2006-2011 as Chief Research Officer & Co-Chief Investment Officer of Foxhall Capital Management, Inc., an SEC-registered firm delivering tactically managed strategies and portfolios for separately managed accounts, variable contracts and the Transamerica Series Trust.
He was also a registered representative and registered principal in the Chicago area for several national securities firms, including FSC Securities, Integrated Resources, and AIG Royal Alliance Associates from 1983-2004.
He is a graduate of the University of Florida and a longtime member of the National Association for Active Investment managers (NAAIM) where he served on the Board.
Mr. Morton is a member of the Market Technicians Association (MTA) and the Financial Planning Association (FPA).
Postes actifs de Dave Morton
| Sociétés | Poste | Début |
|---|---|---|
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | 20/04/2011 |
Global View Capital Management LLC
 Global View Capital Management LLC Investment ManagersFinance Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses. | Directeur de la Recherche - Actions | 01/01/2011 |
AdvisorGuide LLC
 AdvisorGuide LLC Investment ManagersFinance AdvisorGuide LLC provides investment research. The private company is based in Virginia Beach, VA. The company was founded in 1999 by David Hudson Morton. | Fondateur | 01/09/1999 |
Anciens postes connus de Dave Morton
| Sociétés | Poste | Fin |
|---|---|---|
Fortunatus Investments LLC
 Fortunatus Investments LLC Investment ManagersFinance Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors. | Membre du Comité d'Investissement | 01/12/2015 |
Foxhall Capital Management, Inc.
 Foxhall Capital Management, Inc. Investment ManagersFinance Foxhall Capital Management, Inc. (FCM) is a SEC-registered investment advisor headquartered in Middleburg, Virginia. The firm was founded in 1986 and formerly known as Nye, Parnell & Emerson Capital Management, Inc. They are owned by Eton Court Asset Management Ltd. FCM manages investments for individuals, mutual funds and private institutions throughout the US. | President | 06/01/2011 |
Formation de Dave Morton
| University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Foxhall Capital Management, Inc.
Foxhall Capital Management, Inc. Investment ManagersFinance Foxhall Capital Management, Inc. (FCM) is a SEC-registered investment advisor headquartered in Middleburg, Virginia. The firm was founded in 1986 and formerly known as Nye, Parnell & Emerson Capital Management, Inc. They are owned by Eton Court Asset Management Ltd. FCM manages investments for individuals, mutual funds and private institutions throughout the US. | Finance |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
Global View Capital Management LLC
Global View Capital Management LLC Investment ManagersFinance Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses. | Finance |
AdvisorGuide LLC
AdvisorGuide LLC Investment ManagersFinance AdvisorGuide LLC provides investment research. The private company is based in Virginia Beach, VA. The company was founded in 1999 by David Hudson Morton. | Finance |
Fortunatus Investments LLC
Fortunatus Investments LLC Investment ManagersFinance Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors. | Finance |
