Profiel
Mr. Sean Morgan was previously employed as a Foreign Equities Research Analyst by Fielder Capital Group LLC, a Senior Research Analyst & Portfolio Manager by Blue Shores Capital Management LLC, and a Vice President & Equity Research Associate by Evercore Group LLC.
He received his undergraduate degree from Amherst College and an MBA from The Trustees of Columbia University in The City of New York.
Eerdere bekende functies van Sean Morgan
| Bedrijven | Functie | Einde |
|---|---|---|
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01-08-2023 |
Fielder Capital Group LLC
Fielder Capital Group LLC Investment ManagersFinance Fielder manages portfolios on a discretionary basis based upon the client’s objectives, risk tolerance, time horizon, and other related factors. For discretionary accounts, the firm typically constructs a strategic allocation of assets, primarily among individual equity and debt securities, mutual funds (such as interval funds), exchange-traded funds, variable annuity products, and independent managers. Fielder employs an investment process that utilizes a combination of bottom-up and top-down analysis. | Corporate Officer/Principal | 01-05-2013 |
Blue Shores Capital Management LLC
Blue Shores Capital Management LLC Investment ManagersFinance Provides investment advice | Analyst-Equity | - |
Opleiding van Sean Morgan
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
| Bedrijven in privébezit | 5 |
|---|---|
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Amherst College
Amherst College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fielder Capital Group LLC
Fielder Capital Group LLC Investment ManagersFinance Fielder manages portfolios on a discretionary basis based upon the client’s objectives, risk tolerance, time horizon, and other related factors. For discretionary accounts, the firm typically constructs a strategic allocation of assets, primarily among individual equity and debt securities, mutual funds (such as interval funds), exchange-traded funds, variable annuity products, and independent managers. Fielder employs an investment process that utilizes a combination of bottom-up and top-down analysis. | Finance |
Blue Shores Capital Management LLC
Blue Shores Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
















