Kelly Anne Morgan
Director of Investments bij Prio Wealth LP
Profiel
Ms. Kelly A.
Morgan is a Managing Partner, Wealth Advisor & Director of Investments at Prio Wealth LP.
She is on the Board of Directors at Berkshire Taconic Community Foundation.
She is also a Portfolio Manager and has over 32 years of experience.
She is a member of the Board and the Investment Committee of the Berkshire Taconic Community Foundation.
Prior to joining Seaward in July 2008, she was Chief Investment Officer of Retail and Institutional U.S.
Large Cap Growth Portfolios, Director of Global Equity Research, Lead Portfolio Manager of Global Growth Retail and Institutional Portfolios at Putnam Investments, Manager of Global Growth Equity Portfolios at Alliance Capital Management and an Analyst at Morgan Stanley Asset Management.
Ms. Morgan received her undergraduate degree from Middlebury College in Mathematics (Phi Beta Kappa, Summa Cum Laude) in 1984.
She earned her MBA from Harvard Business School in 1988.
Actieve functies van Kelly Anne Morgan
Bedrijven | Functie | Begin |
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Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Director of Investments | 01-07-2008 |
Berkshire Taconic Community Foundation
Berkshire Taconic Community Foundation Investment Trusts/Mutual FundsMiscellaneous Berkshire Taconic Community Foundation operates as a trust foundation. The firm provides funding for programs in education, health care and basic human needs. The company was founded in 1987 and is headquartered in Sheffield, MA. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Kelly Anne Morgan
Bedrijven | Functie | Einde |
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Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Directeur van Onderzoek - Eigen Vermogen | 30-03-2008 |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | - |
ACMC LLC
ACMC LLC Investment ManagersFinance Part of Equitable Holdings, Inc., ACMC LLC is a company that delivers quality concrete mixed fresh on site in accordance with ASTM C685 standards. The company is based in New York, NY. The company services contractors, homeowners, and towns/municipalities. | Corporate Officer/Principal | - |
Opleiding van Kelly Anne Morgan
Middlebury College | Undergraduate Degree |
Harvard University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Vrouw
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Verwante bedrijven
Bedrijven in privébezit | 5 |
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Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
ACMC LLC
ACMC LLC Investment ManagersFinance Part of Equitable Holdings, Inc., ACMC LLC is a company that delivers quality concrete mixed fresh on site in accordance with ASTM C685 standards. The company is based in New York, NY. The company services contractors, homeowners, and towns/municipalities. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Berkshire Taconic Community Foundation
Berkshire Taconic Community Foundation Investment Trusts/Mutual FundsMiscellaneous Berkshire Taconic Community Foundation operates as a trust foundation. The firm provides funding for programs in education, health care and basic human needs. The company was founded in 1987 and is headquartered in Sheffield, MA. | Miscellaneous |