Bob Morse
Algemeen Directeur bij Morse Asset Management, Inc.
Profiel
Mr. Robert P.
Morse is a Chief Executive Officer, Chief Investment Officer & Senior Portfolio Manager at Morse Asset Management, Inc. and a President & Senior Portfolio Manager at Wall Street Management Corp.
He was formerly a Managing Director of CG Asset Management LLC.
He has been working with high net worth and institutional clients for 16 years.
Prior to joining the firm, he spent four years managing money at Merrill Lynch.
From 2007 to 2011, Mr. Morse worked at UBS Investment Bank managing institutional investor relationships.
He began his career in 2003 with Morse, Williams and Co., Inc., a registered investment advisor.
Mr. Morse received a Bachelor of Arts in Environmental Policy with a focus in Economics from Colby College in 2003.
Actieve functies van Bob Morse
| Bedrijven | Functie | Begin |
|---|---|---|
Wall Street Management Corp.
 Wall Street Management Corp. Investment ManagersFinance Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients. | President | 01-05-1984 |
Morse Asset Management, Inc.
 Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Algemeen Directeur | 01-01-2016 |
Eerdere bekende functies van Bob Morse
| Bedrijven | Functie | Einde |
|---|---|---|
| The Wall Street Fund, Inc. | Voorzitter | - |
Morse, Williams & Co., Inc.
 Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Oprichter | 03-05-2010 |
| US Department of the Navy (District of Columbia) | Corporate Officer/Principal | - |
| Wit Soundview Group, Inc. | Corporate Officer/Principal | - |
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Opleiding van Bob Morse
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| AMERICAN EXPRESS COMPANY | Finance |
| Bedrijven in privébezit | 9 |
|---|---|
| The Wall Street Fund, Inc. | Miscellaneous |
Hambrecht & Quist Group, Inc.
Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Finance |
Wall Street Management Corp.
Wall Street Management Corp. Investment ManagersFinance Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients. | Finance |
Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Finance |
| Wit Soundview Group, Inc. | Finance |
| US Department of the Navy (District of Columbia) | Government |
CG Asset Management LLC
 CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Finance |
Morse Asset Management, Inc.
Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Finance |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
