Profil
Mr. David Morris is Vice President & Financial Advisor at Avondale Partners LLC.
Prior to joining Avondale in September 2010, he was at ChurchStreet Advisors, LLC, of Franklin, which he founded in 2006, and where he assisted high net worth investors with asset allocation and investment strategies.
He has wealth of investment experience, having begun his career with Merrill Lynch.
In 1986, he moved to New York and joined Oppenheimer & Company, providing institutional-type advice for high net worth investors.
He then joined First New York Securities in 1990, where he became a partner of the firm.
In 2000 he joined Greenwich, Conn.-based ETG LLC, where he both managed a trading desk and launched the firm's Tennessee operations.
Mr. Morris graduated from Vanderbilt University.
His civic activities include serving as President of the Franklin Downtown Neighborhood Association and as a trustee on the Board of the Heritage Foundation of Franklin and Williamson County.
He is a member of Franklin United Methodist Church and the Franklin Breakfast Rotary Club.
He and his wife lives in Williamson County with their three sons.
Anciens postes connus de David Morris
| Sociétés | Poste | Fin |
|---|---|---|
First New York Securities LLC
 First New York Securities LLC Investment Banks/BrokersFinance Founded in 1986, First New York Securities LLC broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | - |
The Heritage Foundation
 The Heritage Foundation Miscellaneous Commercial ServicesCommercial Services The Heritage Foundation provides research and educational services. Its mission is to formulate and promote conservative public policies based on the principles of free enterprise, limited government, individual freedom, traditional American values, and a strong national defense. The company was founded in 1973 and is headquartered in Washington, DC. | Directeur/Membre du Conseil | - |
| ETG LLC | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Formation de David Morris
| Vanderbilt University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
First New York Securities LLC
First New York Securities LLC Investment Banks/BrokersFinance Founded in 1986, First New York Securities LLC broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
The Heritage Foundation
The Heritage Foundation Miscellaneous Commercial ServicesCommercial Services The Heritage Foundation provides research and educational services. Its mission is to formulate and promote conservative public policies based on the principles of free enterprise, limited government, individual freedom, traditional American values, and a strong national defense. The company was founded in 1973 and is headquartered in Washington, DC. | Commercial Services |
| ETG LLC |
