Profil
Mr. Morad joined HDCM in 2000.
Prior to joining HDCM, Mr. Morad was a Trading Specialist with Investors Bank and Trust where he was responsible for equity and fixed income trading for all trust and mutual fund clients.
He also served as a Tax Specialist, responsible for providing tax research and tax preparation for the firm’s key clients.
Mr. Morad is a level three candidate in the Chartered Financial Analyst program and is also a candidate for an M.B.A.
in Finance from Boston College Graduate School of Management.
He holds a J.D.
from Pepperdine University School of Law and a B.A.
from Vanderbilt University.
Mr. Morad is a member of The Boston Security Analysts Society and the CFA Institute.
Anciens postes connus de Jason S. Morad
| Sociétés | Poste | Fin |
|---|---|---|
Silver Bridge Capital Management LLC
 Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Analyst-Equity | 30/08/2007 |
Investors Bank & Trust Co.
 Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Corporate Officer/Principal | 31/12/1999 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Silver Bridge Capital Management LLC
Silver Bridge Capital Management LLC Investment ManagersFinance Founded in 1988, Silver Bridge Capital Management LLC, formerly Hale & Dorr Capital Management, is a registered investment advisor firm located in Boston. They are a subsidiary of Banyan Partners LLC. | Finance |
Investors Bank & Trust Co.
Investors Bank & Trust Co. Regional BanksFinance Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA | Finance |
