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Jim Morton
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Historial de carrera de Jim Morton
Antiguos cargos conocidos de Jim Morton.
Empresas | Cargo | Inicio | Fin |
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Roffman Miller Associates, Inc.
![]() Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. | Analista-Renta Fija | - | 04/06/2008 |
Gestor de Cartera-Acciones | - | 04/06/2008 | |
Portfolio Manager-Fixed Income | - | 04/06/2008 | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Gestor de Cartera-Acciones | - | - |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Analyst-Equity | - | - |
Shearson Lehman Bros Brokerage Unit
![]() Shearson Lehman Bros Brokerage Unit Investment Banks/BrokersFinance Part of Citigroup, Inc., Shearson Lehman Bros Brokerage Unit is a securities brokerage. The company is based in NY. Shearson Lehman Bros Brokerage Unit was acquired by Primerica Corp. from American Express Co. on August 02, 1993 for $975 million. | Corporate Officer/Principal | 01/01/1980 | - |
Formación de Jim Morton.
LaSalle University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Portfolio Manager-Equities | 2 |
Analyst-Fixed Income | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorial
Finance | 5 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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Roffman Miller Associates, Inc.
![]() Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
Shearson Lehman Bros Brokerage Unit
![]() Shearson Lehman Bros Brokerage Unit Investment Banks/BrokersFinance Part of Citigroup, Inc., Shearson Lehman Bros Brokerage Unit is a securities brokerage. The company is based in NY. Shearson Lehman Bros Brokerage Unit was acquired by Primerica Corp. from American Express Co. on August 02, 1993 for $975 million. | Finance |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
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