Grant Morris
Analyst-Equity en McElhenny Sheffield Capital Management LLC .
Perfil
Mr. Grant L.
Morris, CFA MBA, is a Portfolio Manager at McElhenny Sheffield Capital Management LLC.
specializes in tactical investment strategies and technical analysis for MSCM.
Grant joined MSCM after developing a rules-based trend following strategy to manage his personal investable assets.
Through extensive research and analysis, Grant has found that his disciplined trend following approach allows him to participate in most of the “good times” in the stock market while avoiding much of the downside; resulting in larger compounded returns over full market cycles, as compared to typical buy-and-hold strategies.
Grant now manages multiple tactical ETF strategies for MSCM clients as well as for his own accounts.
Mr. Morris has over 13 years of experience serving clients in the financial services industry.
He was previously a Director at AlixPartners, where he advised and testified on economic damages in commercial litigation as a financial expert.
Prior to working at AlixPartners, Mr. Morris performed business valuations and litigation consulting at the BVA Group.
Before working as a consultant, he was an engineer for a global telecom equipment manufacturer.
He received his undergraduate degree from Texas A&M University and an MBA from Southern Methodist University.
Cargos activos de Grant Morris
Empresas | Cargo | Inicio |
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McElhenny Sheffield Capital Management LLC
McElhenny Sheffield Capital Management LLC Investment ManagersFinance McElhenny Sheffield Capital Management LLC provides investment advice. The private company is based in Dallas, TX. The company was founded in 2000 by Bruce McElhenny Fraser. Bruce McElhenny Fraser has been the CEO since 2000. | Analyst-Equity | 01/09/2016 |
Formación de Grant Morris.
Southern Methodist University | Masters Business Admin |
Texas A&M University | Undergraduate Degree |
Experiencias
Funciones ocupadas
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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 | 1 |
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McElhenny Sheffield Capital Management LLC
McElhenny Sheffield Capital Management LLC Investment ManagersFinance McElhenny Sheffield Capital Management LLC provides investment advice. The private company is based in Dallas, TX. The company was founded in 2000 by Bruce McElhenny Fraser. Bruce McElhenny Fraser has been the CEO since 2000. | Finance |
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