![Sean Morgan](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. Sean Morgan was previously employed as a Foreign Equities Research Analyst by Fielder Capital Group LLC, a Senior Research Analyst & Portfolio Manager by Blue Shores Capital Management LLC, and a Vice President & Equity Research Associate by Evercore Group LLC.
He received his undergraduate degree from Amherst College and an MBA from The Trustees of Columbia University in The City of New York.
Antiguos cargos conocidos de Sean Morgan.
| Empresas | Cargo | Fin |
|---|---|---|
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/08/2023 |
Fielder Capital Group LLC
 Fielder Capital Group LLC Investment ManagersFinance Fielder manages portfolios on a discretionary basis based upon the client’s objectives, risk tolerance, time horizon, and other related factors. For discretionary accounts, the firm typically constructs a strategic allocation of assets, primarily among individual equity and debt securities, mutual funds (such as interval funds), exchange-traded funds, variable annuity products, and independent managers. Fielder employs an investment process that utilizes a combination of bottom-up and top-down analysis. | Corporate Officer/Principal | 01/05/2013 |
Blue Shores Capital Management LLC
 Blue Shores Capital Management LLC Investment ManagersFinance Provides investment advice | Analyst-Equity | - |
Formación de Sean Morgan.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
100
+
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Amherst College
 Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fielder Capital Group LLC
Fielder Capital Group LLC Investment ManagersFinance Fielder manages portfolios on a discretionary basis based upon the client’s objectives, risk tolerance, time horizon, and other related factors. For discretionary accounts, the firm typically constructs a strategic allocation of assets, primarily among individual equity and debt securities, mutual funds (such as interval funds), exchange-traded funds, variable annuity products, and independent managers. Fielder employs an investment process that utilizes a combination of bottom-up and top-down analysis. | Finance |
Blue Shores Capital Management LLC
Blue Shores Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
- Bolsa de valores
- Insiders
- Sean Morgan
