Bob Morse
Amministratore Delegato presso Morse Asset Management, Inc.
Profilo
Mr. Robert P.
Morse is a CEO, CIO & Senior Portfolio Manager at Morse Asset Management, Inc.
Mr. Morse was previously employed as a President & Senior Portfolio Manager by Wall Street Management Corp., a Chairman, CEO & Portfolio Manager by The Wall Street Fund, Inc., a Chief Executive Officer & Chief Investment Officer by Morse, Williams & Co., Inc., a Principal by American Express Co., a Chief Executive Officer by CG Asset Management LLC, a Partner & Senior Portfolio Manager by Evercore Wealth Management LLC, a Principal by Hambrecht & Quist Group, Inc., a Principal by US Department of the Navy (District of Columbia), and a Principal by Wit Soundview Group, Inc.
He received his undergraduate degree from The Wharton School of the University of Pennsylvania.
Posizioni attive di Bob Morse
| Società | Posizione | Inizio |
|---|---|---|
Morse Asset Management, Inc.
 Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Amministratore Delegato | 01/01/2016 |
Precedenti posizioni note di Bob Morse
| Società | Posizione | Fine |
|---|---|---|
| The Wall Street Fund, Inc. | Presidente | - |
Morse, Williams & Co., Inc.
 Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Fondatore | 03/05/2010 |
| US Department of the Navy (District of Columbia) | Corporate Officer/Principal | - |
| Wit Soundview Group, Inc. | Corporate Officer/Principal | - |
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Formazione di Bob Morse
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| AMERICAN EXPRESS COMPANY | Finance |
| Aziende private | 9 |
|---|---|
| The Wall Street Fund, Inc. | Miscellaneous |
Hambrecht & Quist Group, Inc.
Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Finance |
Wall Street Management Corp.
 Wall Street Management Corp. Investment ManagersFinance Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients. | Finance |
Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Finance |
| Wit Soundview Group, Inc. | Finance |
| US Department of the Navy (District of Columbia) | Government |
CG Asset Management LLC
 CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Finance |
Morse Asset Management, Inc.
Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Finance |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
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