Jim Morrow
Directeur Général chez CALLODINE ACQUISITION CORPORATION
Profil
James Stuart Morrow is the founder of Callodine Capital Management LP, founded in 2018 where he holds the titles of Chief Executive Officer & Chief Investment Officer.
Mr. Morrow is also the founder of Callodine Group LLC.
Currently, he holds the position of Chief Executive Officer at Callodine Special Opportunity Fund LP, Chairman & Chief Executive Officer at Callodine Acquisition Corp., and Chief Executive Officer at Callodine Equity Income Fund LP.
In the past, he worked as a Director at East Resources Acquisition Co., Portfolio Manager at Fidelity Management & Research Co. LLC from 1999 to 2017, Research Analyst at The Chase Manhattan Bank NA from 1994 to 1997, and Portfolio Manager at FIAM LLC.
Mr. Morrow received an MBA degree from The University of Chicago in 1999 and an undergraduate degree from State University of New York at Buffalo in 1993.
Postes actifs de Jim Morrow
| Sociétés | Poste | Début |
|---|---|---|
| CALLODINE ACQUISITION CORPORATION | Directeur Général | - |
Callodine Capital Management LP
 Callodine Capital Management LP Investment ManagersFinance Callodine Capital Management LP (Callodine Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by James “Jim” Morrow in 2018 and is principally owned by Callodine Group LLC. Callodine Capital provides advisory services to privately-offered pooled investment vehicles (Callodine Funds) and a separately managed account. | Directeur Général | 01/01/2018 |
Callodine Group LLC
 Callodine Group LLC Investment ManagersFinance Callodine Group LLC (Callodine Group)is a venture capital firm founded by James Morrow. The firm is headquartered in Boston, Massachusetts. | Directeur Général | - |
| Callodine Equity Income Fund LP | Directeur Général | - |
| Callodine Special Opportunity Fund LP | Directeur Général | - |
Anciens postes connus de Jim Morrow
| Sociétés | Poste | Fin |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Gestionnaire de Portefeuille-Actions | 31/12/2017 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Gestionnaire de Portefeuille-Actions | 31/12/2017 |
The Chase Manhattan Bank NA
 The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | 31/12/1997 |
| ABACUS LIFE, INC. | Directeur/Membre du Conseil | - |
Formation de Jim Morrow
| The University of Chicago | Masters Business Admin |
| State University of New York at Buffalo | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Callodine Capital Management LP
Callodine Capital Management LP Investment ManagersFinance Callodine Capital Management LP (Callodine Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by James “Jim” Morrow in 2018 and is principally owned by Callodine Group LLC. Callodine Capital provides advisory services to privately-offered pooled investment vehicles (Callodine Funds) and a separately managed account. | Finance |
| Callodine Special Opportunity Fund LP | |
East Resources Acquisition Co.
 East Resources Acquisition Co. Financial ConglomeratesFinance East Resources Acquisition Co. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The firm intends to focus its search for a target business in the energy industry in North America. The company was founded on May 22, 2020 and is headquartered in Boca Raton, FL. | Finance |
Callodine Group LLC
Callodine Group LLC Investment ManagersFinance Callodine Group LLC (Callodine Group)is a venture capital firm founded by James Morrow. The firm is headquartered in Boston, Massachusetts. | Finance |
Callodine Acquisition Corp.
 Callodine Acquisition Corp. Financial ConglomeratesFinance Callodine Acquisition Corp. operates as a blank check company. Its purpose is effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination. The company was founded on January 22, 2021 and is headquartered in Boston, MA. | Finance |
| Callodine Equity Income Fund LP |