![Jeffrey Francis Morgan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jeffrey Francis Morgan worked as a Director & Investment Analyst at Tortoise Capital Advisors LLC from 2019 to 2020.
Prior to that, he was a Senior Vice President & Research Analyst at Advisory Research, Inc. from 2012 to 2019.
He also worked as a Research Associate at A.G.
Edwards & Sons, Inc. and as an Associate Analyst at Wachovia Securities LLC.
Mr. Morgan received his undergraduate degree from the University of Missouri in 1994.
Anciens postes connus de Jeffrey Francis Morgan
| Sociétés | Poste | Fin |
|---|---|---|
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Analyst-Equity | 01/09/2020 |
Advisory Research, Inc.
 Advisory Research, Inc. Investment ManagersFinance ARI focuses on actively managed strategies with a focus on long-term capital appreciation. The firm primarily invests client funds in domestic equity securities and American depository receipts (ADRs). | Analyst-Equity | 20/09/2019 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/09/2012 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Analyst-Equity | 31/12/2006 |
Formation de Jeffrey Francis Morgan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Advisory Research, Inc.
Advisory Research, Inc. Investment ManagersFinance ARI focuses on actively managed strategies with a focus on long-term capital appreciation. The firm primarily invests client funds in domestic equity securities and American depository receipts (ADRs). | Finance |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance Provides brokerage dealing services | Finance |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise’s primary investment strategy is fundamentals based, long-only, with an emphasis on managing risk. The firm’s investment strategies may include short-term purchases and trading where appropriate, as indicated by their fundamental and technical analysis. They utilize a three-prong approach to portfolio construction consisting of qualitative analysis, quantitative analysis and relative value. They evaluate companies operating in the energy value chain. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Missouri
 University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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