Historique de carrière de Jon Morris
Anciens postes connus de Jon Morris
Sociétés | Poste | Début | Fin |
---|---|---|---|
Palladium Partners LLC
Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Membre du Comité d'Investissement | 01/01/2008 | 01/06/2022 |
Portfolio Manager-Fixed Income | 01/01/2008 | 01/06/2022 |
Formation de Jon Morris
The College of William & Mary | Masters Business Admin |
Virginia Commonwealth University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Investment Committee Member | 1 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Palladium Partners LLC
Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Finance |
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