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Dan Morris
Portefeuillebeheerder-Aandelen bij Smithbridge Asset Management, Inc.
Actieve functies van Dan Morris
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Smithbridge Asset Management, Inc.
![]() Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge Asset Management, Inc. (Smithbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded by Joseph Champness in 1997. Smithbridge provides wealth management and financial planning services to individuals, trusts, and smaller pension and endowment funds. | Portefeuillebeheerder-Aandelen | 31-12-2021 | - |
Loopbaan van Dan Morris
Eerdere bekende functies van Dan Morris
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Morris Capital Advisors LLC
![]() Morris Capital Advisors LLC Investment ManagersFinance Morris Capital Advisors LLC (MCA) is an investment advisory firm headquartered in Malvern, Pennsylvania. The firm was founded by Daniel A. Morris in 1994 and is a subsidiary of Smithbridge Asset Management, Inc. MCA provides expert money management and distinctive service for selected individual, corporate, and institutional clients. They also serve as the advisor to a family of mutual funds. | Algemeen Directeur | 01-01-1994 | 21-12-2021 |
Chief Investment Officer | 01-01-1994 | 21-12-2021 | |
Compliance Officer | 01-01-1994 | 21-12-2021 | |
Oprichter | 01-01-1994 | 21-12-2021 | |
Portefeuillebeheerder-Aandelen | 01-01-1994 | 21-12-2021 | |
President | 01-01-1994 | 21-12-2021 | |
Consistent Asset Management Co., Inc.
![]() Consistent Asset Management Co., Inc. Investment ManagersFinance Established in 1987, Consistent Asset Management Co., Inc. (CAM) is a registered investment advisory firm located in Chadds Ford, Pennsylvania. | Portefeuillebeheerder-Aandelen | 15-01-1987 | 15-08-2001 |
Corporate Officer/Principal | 15-01-1987 | 15-08-2001 | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Corporate Officer/Principal | - | - |
Opleiding van Dan Morris
Saint Vincent College | Undergraduate Degree |
Drexel University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 8 |
Operationeel
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 3 |
Chief Executive Officer | 1 |
Sectoraal
Finance | 6 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 5 |
---|---|
Morris Capital Advisors LLC
![]() Morris Capital Advisors LLC Investment ManagersFinance Morris Capital Advisors LLC (MCA) is an investment advisory firm headquartered in Malvern, Pennsylvania. The firm was founded by Daniel A. Morris in 1994 and is a subsidiary of Smithbridge Asset Management, Inc. MCA provides expert money management and distinctive service for selected individual, corporate, and institutional clients. They also serve as the advisor to a family of mutual funds. | Finance |
Consistent Asset Management Co., Inc.
![]() Consistent Asset Management Co., Inc. Investment ManagersFinance Established in 1987, Consistent Asset Management Co., Inc. (CAM) is a registered investment advisory firm located in Chadds Ford, Pennsylvania. | Finance |
Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Finance |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Smithbridge Asset Management, Inc.
![]() Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge Asset Management, Inc. (Smithbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded by Joseph Champness in 1997. Smithbridge provides wealth management and financial planning services to individuals, trusts, and smaller pension and endowment funds. | Finance |
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