Profil
Mr. Kevin G.
Rex is a Wealth Advisor & Partner at Morton Capital Management LLC.
He has over 9 years of experience.
He received his undergraduate degree from Cornell University.
Postes actifs de Kevin Gregory Rex
| Sociétés | Poste | Début |
|---|---|---|
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Formation de Kevin Gregory Rex
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton designs and implements standardized investment strategies based on general investment guidelines provided by its Investment Committee. Each client portfolio is then customized to consider a client’s unique objectives, including goals, risk tolerance, time horizon, liquidity needs and concerns. Investment portfolios are diversified with respect to asset classes and manager styles to minimize the risks associated with individual securities, specific asset class, style, or manager. | Finance |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















