Jonathan Morris
Consejero General en Dynasty Financial Partners, Inc. .
Perfil
Jonathan R.
Morris is currently the Chief Legal & Governance Officer at Dynasty Financial Partners LLC and Dynasty Financial Partners, Inc. He previously worked as the MD & General Counsel-Investment Management at Lehman Brothers, Inc. and as the MD, General Counsel & Head-Governance at Barclays PLC.
Morris received his undergraduate degree from Washington & Lee University and his graduate degree from Fordham University School of Law.
Cargos activos de Jonathan Morris
| Empresas | Cargo | Inicio |
|---|---|---|
Dynasty Financial Partners, Inc.
 Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Consejero General | 01/01/2012 |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Consejero General | 01/01/2012 |
Antiguos cargos conocidos de Jonathan Morris.
| Empresas | Cargo | Fin |
|---|---|---|
| BARCLAYS PLC | Consejero General | 01/01/2010 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
Formación de Jonathan Morris.
| Fordham University School of Law | Graduate Degree |
| Washington & Lee University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| BARCLAYS PLC | Finance |
| Empresas privadas | 3 |
|---|---|
Dynasty Financial Partners, Inc.
Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Technology Services |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
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