Perfil
Mr. Douglas R.
Morton, III, is a Managing Director at United Capital Financial Advisers LLC.
His responsibilities include managing the office, business development, client relationships, equity and fixed-income analysis, portfolio management, and financial planning.
He also is a member of the office’s Investment Committee.
Mr. Morton worked at Integrated Financial Management and Bank One Corp.
He received his undergraduate degree double major in Economics and Business Administration from Hope College.
Antiguos cargos conocidos de Douglas Ross Morton.
| Empresas | Cargo | Fin |
|---|---|---|
| Bank One Corp. /Garrett Capital Advisors LLC/ | Corporate Officer/Principal | 28/02/2001 |
Integrated Financial Management. Inc.
 Integrated Financial Management. Inc. Investment ManagersFinance Founded in 1988 by Wheeler E. Chapman III, Integrated Financial Management, Inc. is an independent, registered investment advisor located in Northbrook, Illinois. The firm provides services to individuals, trusts, institutions and corporate retirement plans. | Analyst-Equity | - |
Formación de Douglas Ross Morton.
| Hope College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
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Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Integrated Financial Management. Inc.
Integrated Financial Management. Inc. Investment ManagersFinance Founded in 1988 by Wheeler E. Chapman III, Integrated Financial Management, Inc. is an independent, registered investment advisor located in Northbrook, Illinois. The firm provides services to individuals, trusts, institutions and corporate retirement plans. | Finance |
| Bank One Corp. /Garrett Capital Advisors LLC/ | Finance |
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