![Dan Morris](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>)
Dan Morris
Chief Investment Officer bei
Smithbridge Asset Management, Inc.
Profil
Mr. Daniel A. Morris is a Director & Co-Chief Investment Officer at Smithbridge Asset Management, Inc. He has over 35 years of investment management experience.
Mr. Morris founded Morris Capital Advisors in 1994 and the Manor Funds in 1995.
His unique valuation centric investment discipline has produced consistent risk-adjusted returns.
He was one of four founding partners of Consistent Asset Management.
His investment career began at Wilmington Trust Company.
He graduated from Saint Vincent College with a degree in economics.
He then attended Drexel University where he received a Masters in Investments.
Aktive Positionen von Dan Morris
| Unternehmen | Position | Beginn |
|---|---|---|
Smithbridge Asset Management, Inc.
 Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge’s investment portfolios are constructed utilizing a fundamental security selection process. The firm manages a comprehensive array of individual stocks, bonds, mutual funds and ETF’s strategically and tactically. | Chief Investment Officer | 31.12.2021 |
Ehemalige bekannte Positionen von Dan Morris
| Unternehmen | Position | Ende |
|---|---|---|
Morris Capital Advisors LLC
 Morris Capital Advisors LLC Investment ManagersFinance MCA seeks to produce consistent, competitive returns, with the goal of helping eliminate the conflicts of interest that can often negatively impact results. They strive to build and strengthen an experienced staff committed to their conservative growth-oriented investment approach. The firm offers separately managed accounts employing three equity strategies and one fixed-income strategy. | Vorstandsvorsitzender | 21.12.2021 |
Consistent Asset Management Co., Inc.
 Consistent Asset Management Co., Inc. Investment ManagersFinance companies with quantitative and fundamental analysis techniques. Portfolios are managed with disciplined buy and sell strategies. The firm's fixed-income approach is duration bond management. They specialize in U.S. Treasury securities. They utilize four strategies: enhanced cash, short-term, intermediate-term and market. Portfolios are structured by a proprietary, mathematical investment process. Portfolios are managed using a team approach led by the chief investment officer. | Portfolio Manager-Aktien | 15.08.2001 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Wilmington Trust Co.
 Wilmington Trust Co. Regional BanksFinance Operated as a commercial bank | Corporate Officer/Principal | - |
Ausbildung von Dan Morris
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
32
Beziehungen ersten Grades
7
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
Smithbridge Asset Management, Inc.
Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge’s investment portfolios are constructed utilizing a fundamental security selection process. The firm manages a comprehensive array of individual stocks, bonds, mutual funds and ETF’s strategically and tactically. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Morris Capital Advisors LLC
Morris Capital Advisors LLC Investment ManagersFinance MCA seeks to produce consistent, competitive returns, with the goal of helping eliminate the conflicts of interest that can often negatively impact results. They strive to build and strengthen an experienced staff committed to their conservative growth-oriented investment approach. The firm offers separately managed accounts employing three equity strategies and one fixed-income strategy. | Finance |
Consistent Asset Management Co., Inc.
Consistent Asset Management Co., Inc. Investment ManagersFinance companies with quantitative and fundamental analysis techniques. Portfolios are managed with disciplined buy and sell strategies. The firm's fixed-income approach is duration bond management. They specialize in U.S. Treasury securities. They utilize four strategies: enhanced cash, short-term, intermediate-term and market. Portfolios are structured by a proprietary, mathematical investment process. Portfolios are managed using a team approach led by the chief investment officer. | Finance |
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Saint Vincent College
 Saint Vincent College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Operated as a commercial bank | Finance |
