Kelly Anne Morgan
Director of Investments bij Prio Wealth LP
Actieve functies van Kelly Anne Morgan
Bedrijven | Functie | Begin | Einde |
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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 | - |
Portefeuillebeheerder-Aandelen | 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 | - | - |
Loopbaan van Kelly Anne Morgan
Eerdere bekende functies van Kelly Anne Morgan
Bedrijven | Functie | Begin | 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 |
Portefeuillebeheerder-Aandelen | - | 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 provides investment advice. The company is based in New York, NY. | Corporate Officer/Principal | - | - |
Opleiding van Kelly Anne Morgan
Middlebury College | Undergraduate Degree |
Harvard University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Director of Research - Equity | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Miscellaneous | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
---|---|
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 provides investment advice. The company is based in New York, NY. | 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 |
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