Kelly Anne Morgan
Director of Investments presso Prio Wealth LP
Posizioni attive di Kelly Anne Morgan
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Gestore di Portafoglio-Azioni | 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. | Direttore/Membro del Consiglio | - | - |
Storia della carriera di Kelly Anne Morgan
Precedenti posizioni note di Kelly Anne Morgan
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Direttore della Ricerca - Azioni | - | 30/03/2008 |
Gestore di Portafoglio-Azioni | - | 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 | - | - |
Formazione di Kelly Anne Morgan
Middlebury College | Undergraduate Degree |
Harvard University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 8 |
Posizioni
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Director of Research - Equity | 1 |
Settori
Finance | 5 |
Consumer Services | 3 |
Miscellaneous | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 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. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). 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 |
- Borsa valori
- Insiders
- Kelly Anne Morgan
- Esperienza