Profilo
Morris Disston worked as a Senior Vice President at Stratton Management Co. from 1990 to 2016, as well as at Semper Trust Co. from 1990 to 2015.
Prior to that, he was the Chief Investment Officer at Wood Struthers & Winthrop Management Corp.
from 1984 to 1989.
Disston also worked as a Senior Vice President at BB&T Securities LLC from 2016 to 2019.
He received his undergraduate degree from Trinity College of Vermont in 1968.
Precedenti posizioni note di Morris Disston
Società | Posizione | Fine |
---|---|---|
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Gestore di Portafoglio-Azioni | 03/01/2019 |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Gestore di Portafoglio-Azioni | 01/03/2016 |
Semper Trust Co.
Semper Trust Co. Investment ManagersFinance Founded in 1990, Semper Trust Co. is a Pennsylvania-chartered, non-deposit trust company located in King of Prussia, Pennsylvania. The firm is owned by Stratton Management Co., a wholly-owned subsidiary of Susquehanna Bancshares, Inc. Semper Trust Co. serves the investment needs of individuals, families, businesses and institutions that seek professional portfolio management and may also require personal trust services. All accounts are separately managed and tailored to each clients needs. | Gestore di Portafoglio-Azioni | 01/08/2015 |
Wood Struthers & Winthrop Management Corp. | Direttore degli Investimenti | 31/12/1989 |
Formazione di Morris Disston
Trinity College of Vermont | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
---|---|
Wood Struthers & Winthrop Management Corp. | Finance |
Semper Trust Co.
Semper Trust Co. Investment ManagersFinance Founded in 1990, Semper Trust Co. is a Pennsylvania-chartered, non-deposit trust company located in King of Prussia, Pennsylvania. The firm is owned by Stratton Management Co., a wholly-owned subsidiary of Susquehanna Bancshares, Inc. Semper Trust Co. serves the investment needs of individuals, families, businesses and institutions that seek professional portfolio management and may also require personal trust services. All accounts are separately managed and tailored to each clients needs. | Finance |
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^ | Finance |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | Finance |
- Borsa valori
- Insiders
- Morris Disston