Bob Morse
Director Ejecutivo en Morse Asset Management, Inc. .
Cargos activos de Bob Morse
Empresas | Cargo | Inicio | Fin |
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Morse Asset Management, Inc.
Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Director Ejecutivo | 01/01/2016 | - |
Director de Inversiones | 01/01/2016 | - | |
Gestor de Cartera-Acciones | 01/01/2016 | - | |
Presidente | 01/01/2016 | - | |
Jefe de Banca Privada | 01/01/2016 | - |
Historial de carrera de Bob Morse
Antiguos cargos conocidos de Bob Morse.
Empresas | Cargo | Inicio | Fin |
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The Wall Street Fund, Inc. | Presidente | 01/01/1984 | - |
Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Director de Inversiones | 01/01/1981 | 03/05/2010 |
Fundador | 01/01/1981 | 03/05/2010 | |
Gestor de Cartera-Acciones | 01/01/1981 | 03/05/2010 | |
Presidente | 01/01/1981 | 03/05/2010 | |
US Department of the Navy (District of Columbia) | Corporate Officer/Principal | - | - |
Wit Soundview Group, Inc. | Corporate Officer/Principal | - | - |
Hambrecht & Quist Group, Inc.
Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
CG Asset Management LLC
CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Director Ejecutivo | - | - |
Presidente | - | - | |
Gestor de Cartera-Acciones | - | - | |
Wall Street Management Corp.
Wall Street Management Corp. Investment ManagersFinance Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients. | Gestor de Cartera-Acciones | 01/05/1984 | - |
Presidente | 01/05/1984 | - | |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Gestor de Cartera-Acciones | 24/06/2010 | 01/11/2013 |
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Formación de Bob Morse.
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 12 |
Operativa
Portfolio Manager-Equities | 5 |
Corporate Officer/Principal | 4 |
President | 3 |
Sectorial
Finance | 9 |
Miscellaneous | 2 |
Government | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas cotizadas | 1 |
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AMERICAN EXPRESS COMPANY | Finance |
Empresas privadas | 9 |
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Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Finance |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
The Wall Street Fund, Inc. | Miscellaneous |
Wall Street Management Corp.
Wall Street Management Corp. Investment ManagersFinance Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients. | Finance |
CG Asset Management LLC
CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Finance |
Hambrecht & Quist Group, Inc.
Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Finance |
Wit Soundview Group, Inc. | Finance |
US Department of the Navy (District of Columbia) | Government |
Morse Asset Management, Inc.
Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Finance |
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