Enoch Carter Morris
Algemeen Directeur bij Atticus Wealth Management LLC
Profiel
Mr. Enoch C.
Morris, IV, is a Chief Executive Officer & Chief Investment Officer at Atticus Wealth Management LLC.
He is a founding member of Atticus Wealth Management, which was formed as part of a merger between Atticus Asset Management and Bartolf Wealth Advisors, Inc.
He began his career at AXA Equitable where he designed and managed key employee benefit plans as well as individual and corporate retirement accounts.
He took the skills he learned while at AXA to New England Securities where he served as Portfolio Manager for high-net-worth investment accounts as well as 401k Profit Sharing and Cash Balance Pension plans.
In 2011 he joined Wealth Designs, LLC to serve as Director of Capital Markets where he was responsible for trade execution and portfolio management.
In 2014, he founded Atticus Asset Management with the goal of creating an elite private client wealth management firm.
He received his Economics degree from Sewanee: The University of the South where he concentrated on corporate finance, investments, money and banking, dynamics of financial institutions, derivatives and alternative investment.
Actieve functies van Enoch Carter Morris
Bedrijven | Functie | Begin |
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Atticus Wealth Management LLC
Atticus Wealth Management LLC Investment ManagersFinance Atticus Wealth Management LLC (AWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2018 by principals Enoch Carter Morris IV, Doug J. Bartolf, and Colin J. Arnold. AWM offers customized, comprehensive investment and wealth management services to high-net-worth individuals and families, nonprofits, endowments, foundations, corporate trusts, captive insurance companies, and employer-sponsored retirement plans. | Algemeen Directeur | 01-03-2018 |
Eerdere bekende functies van Enoch Carter Morris
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New England Securities Corp.
New England Securities Corp. Investment ManagersFinance Formed in 1986, New England Securities Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of New England Life Insurance Co. and their ultimate parent is MetLife, Inc. (NYSE: MET). New England Securities Corp. was formerly known as NEL Equity Service Corporation. New England Securities Corp. operates as a broker/dealer for high net-worth families, business owners, and professionals in New England. | Corporate Officer/Principal | - |
Opleiding van Enoch Carter Morris
Sewanee-The University of the South | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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New England Securities Corp.
New England Securities Corp. Investment ManagersFinance Formed in 1986, New England Securities Corp. is a registered investment advisor located in New York City. The firm is a subsidiary of New England Life Insurance Co. and their ultimate parent is MetLife, Inc. (NYSE: MET). New England Securities Corp. was formerly known as NEL Equity Service Corporation. New England Securities Corp. operates as a broker/dealer for high net-worth families, business owners, and professionals in New England. | Finance |
Atticus Wealth Management LLC
Atticus Wealth Management LLC Investment ManagersFinance Atticus Wealth Management LLC (AWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2018 by principals Enoch Carter Morris IV, Doug J. Bartolf, and Colin J. Arnold. AWM offers customized, comprehensive investment and wealth management services to high-net-worth individuals and families, nonprofits, endowments, foundations, corporate trusts, captive insurance companies, and employer-sponsored retirement plans. | Finance |