![Peter J. Morris](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Mr. Peter J.
Morris is a Vice President, Investment Officer & Trader at Plimoth Trust Co. LLC.
In addition to his portfolio management responsibilities, he has been instrumental in the development of the group’s proprietary equity and fixed income models, enhancing the department’s analytical framework.
Prior to joining Plimoth Investment Advisors, Mr. Morris was employed by Citizens~Union Savings Bank and prior to that State Street Bank & Trust as a Mutual Fund Accountant.
He holds a Bachelor’s Degree in Economics from Wheaton College in Norton, Massachusetts.
He is a honors graduate of the Massachusetts Bankers Association School of Finance and a Massachusetts Property, Casualty, Life, Accident, Health, and Variable Annuity Insurance Producer.
Mr. Morris is also an adjunct Professor of Finance at the University of Massachusetts.
Cargos activos de Peter J. Morris
| Empresas | Cargo | Inicio |
|---|---|---|
Plimoth Trust Co. LLC
 Plimoth Trust Co. LLC Investment ManagersFinance PIA utilizes a fundamental and disciplined investment management approach that is rooted in research, data analysis and long-term portfolio construction that is designed to meet the specific needs of each individual client. Their focus is on high-quality investments, designed to reduce portfolio risk while providing superior long-term performance. The firm has created five strategies that range from maximizing income to maximizing growth. They include Income, Income with Growth, Balanced, Growth and Income, and Growth. | Trading-Equity | - |
Formación de Peter J. Morris.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
4
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Wheaton College (Massachusetts)
 Wheaton College (Massachusetts) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Plimoth Trust Co. LLC
Plimoth Trust Co. LLC Investment ManagersFinance PIA utilizes a fundamental and disciplined investment management approach that is rooted in research, data analysis and long-term portfolio construction that is designed to meet the specific needs of each individual client. Their focus is on high-quality investments, designed to reduce portfolio risk while providing superior long-term performance. The firm has created five strategies that range from maximizing income to maximizing growth. They include Income, Income with Growth, Balanced, Growth and Income, and Growth. | Finance |
- Bolsa de valores
- Insiders
- Peter J. Morris
