Profiel
Prior to joining Boston Financial Management in 2002, Mr. Morse was a two-year member of the US North American Freestyle Ski Team.
He competed as an internationally-ranked competitive moguls skier with the Killington Freestyle Team for ten years before he was removed from competition by an injury.
Mr. Morse earned his B.A.
from the University of Vermont with a degree in Economics and Sociology.
He is currently a Level I Candidate in the CFA Program.
He lives in the Back Bay but often visits Vermont’s ski slopes in the winter and the golf course in the summer.
Eerdere bekende functies van Richard T. Morse
Bedrijven | Functie | Einde |
---|---|---|
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Analyst-Equity | - |
Opleiding van Richard T. Morse
University of Vermont | Undergraduate Degree |
Babson College | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |