![Sean Morgan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
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.
Precedenti posizioni note di Sean Morgan
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Sean Morgan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
100
+
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
