Profiel
Mr. Grant L.
Morris, CFA MBA, is a Portfolio Manager at McElhenny Sheffield Capital Management LLC.
specializes in tactical investment strategies and technical analysis for MSCM.
Grant joined MSCM after developing a rules-based trend following strategy to manage his personal investable assets.
Through extensive research and analysis, Grant has found that his disciplined trend following approach allows him to participate in most of the “good times” in the stock market while avoiding much of the downside; resulting in larger compounded returns over full market cycles, as compared to typical buy-and-hold strategies.
Grant now manages multiple tactical ETF strategies for MSCM clients as well as for his own accounts.
Mr. Morris has over 13 years of experience serving clients in the financial services industry.
He was previously a Director at AlixPartners, where he advised and testified on economic damages in commercial litigation as a financial expert.
Prior to working at AlixPartners, Mr. Morris performed business valuations and litigation consulting at the BVA Group.
Before working as a consultant, he was an engineer for a global telecom equipment manufacturer.
He received his undergraduate degree from Texas A&M University and an MBA from Southern Methodist University.
Actieve functies van Grant Morris
| Bedrijven | Functie | Begin |
|---|---|---|
McElhenny Sheffield Capital Management LLC
McElhenny Sheffield Capital Management LLC Investment ManagersFinance MSCM is an active manager that invests and trades securities consisting of equity and equity related securities that are publicly traded on U.S. exchanges. MSCM will invest Clients in a wide range of securities and other financial instruments including, but not limited to, exchange listed and over the-counter equity securities, preferred stocks, converOble securiOes, exchange-traded funds, warrants, rights, options, corporate and municipal debt securities, and U.S. government securities. | Analyst-Equity | 01-09-2016 |
Opleiding van Grant Morris
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Texas A&M University
Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
McElhenny Sheffield Capital Management LLC
McElhenny Sheffield Capital Management LLC Investment ManagersFinance MSCM is an active manager that invests and trades securities consisting of equity and equity related securities that are publicly traded on U.S. exchanges. MSCM will invest Clients in a wide range of securities and other financial instruments including, but not limited to, exchange listed and over the-counter equity securities, preferred stocks, converOble securiOes, exchange-traded funds, warrants, rights, options, corporate and municipal debt securities, and U.S. government securities. | Finance |
















