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Perfil
Mr. Rick J.
Morales, CFA MBA, is Chief Investment Officer & Vice Chairman at Woodway Financial Advisors.
Prior to joining Woodway in 1991, he spent seven years in portfolio management with an independent bank trust department.
He is past President of the Board of Directors of the University of Houston Bauer College of Business Administration Alumni Association and currently serves on the Dean's Advisory Board.
Mr. Morales has a Bachelor of Business Administration and Masters of Business Administration from the University of Houston with a concentration in Finance.
He is a Chartered Financial Analyst and a member of the CFA Institute, and the CFA Society of Houston.
Antiguos cargos conocidos de Rick J. Morales.
| Empresas | Cargo | Fin |
|---|---|---|
Woodway Financial Advisors
 Woodway Financial Advisors Investment ManagersFinance Profile Unavailabl | Gestor de Cartera-Acciones | 01/04/2015 |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Presidente | - |
Formación de Rick J. Morales.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
11
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
University of Houston
University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Profile Unavailabl | Finance |
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