Profil
Prior to joining Boston Financial Management in 2002, Mr. Morse was a two-year member of the US North American Freestyle Ski Team.
He competed as an internationally-ranked competitive moguls skier with the Killington Freestyle Team for ten years before he was removed from competition by an injury.
Mr. Morse earned his B.A.
from the University of Vermont with a degree in Economics and Sociology.
He is currently a Level I Candidate in the CFA Program.
He lives in the Back Bay but often visits Vermont’s ski slopes in the winter and the golf course in the summer.
Anciens postes connus de Richard T. Morse
| Sociétés | Poste | Fin |
|---|---|---|
Boston Financial Management LLC
 Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Analyst-Equity | - |
Formation de Richard T. Morse
| Babson College | Masters Business Admin |
| University of Vermont | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |