Profil
In 1994 Mr. Morris established his own money management firm, Morris Capital.
He merged his firm in 1999 with Evergreen Capital, which was established in 1983 by William Karr.
An investment professional with many years of money management experience.
In 1963 he began his career with Dean Witter as a “messenger” while in college.
Over a 27-year career with the firm, his positions included roles as a research analyst in New York City, broker and Assistant Manager in Seattle, and, in 1978, Sr. Vice President and Branch Manager in Bellevue.
He also has held management positions with Smith Barney and Oppenheimer.
Mr. Morris has served the investment industry as a past member of the NASD District Conduct Committee (the industry’s disciplinary arm) and officer of the Securities Industry Association.
His primary civic interest has been the Bellevue Rotary where he is a past president.
Mr. Morris graduated from the University of Washington in 1965 with a degree in Finance.
Anciens postes connus de Larry P. Morris
| Sociétés | Poste | Fin |
|---|---|---|
| Smith Barney Asset Management | Corporate Officer/Principal | 01/01/1994 |
| Dean Witter Reynolds, Inc. | Analyst-Equity | 01/01/1984 |
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Corporate Officer/Principal | - |
Evergreen Capital Management LLC
 Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Corporate Officer/Principal | - |
Formation de Larry P. Morris
| University of Washington | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Evergreen Capital Management LLC
Evergreen Capital Management LLC Investment ManagersFinance Evergreen Capital Management LLC (Evergreen) is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1983 and is a subsidiary of D & M Hay LLC. Evergreen provides investment supervisory services, investment consulting, and financial planning to a variety of types of clients which includes individuals, trusts, endowments, and pension and retirement plan accounts. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
| Smith Barney Asset Management | Finance |
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Finance |