Jonathan Morris
Consigliere Generale presso Dynasty Financial Partners, Inc.
Posizioni attive di Jonathan Morris
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Dynasty Financial Partners, Inc.
 Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Consigliere Generale | 01/01/2012 | - |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Consigliere Generale | 01/01/2012 | - |
Storia della carriera di Jonathan Morris
Precedenti posizioni note di Jonathan Morris
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
| BARCLAYS PLC | Consigliere Generale | 01/01/2008 | 01/01/2010 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - | - |
Formazione di Jonathan Morris
| Fordham University School of Law | Graduate Degree |
| Washington & Lee University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 6 |
| Regno Unito | 2 |
Posizioni
| General Counsel | 3 |
| Corporate Officer/Principal | 1 |
| Graduate Degree | 1 |
Settori
| Finance | 4 |
| Consumer Services | 3 |
| Technology Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| BARCLAYS PLC | Finance |
| Aziende private | 3 |
|---|---|
Dynasty Financial Partners, Inc.
Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL. | Technology Services |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
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