Dan Morris
Portfolio Manager-Aktien bei Smithbridge Asset Management, Inc.
Profil
Mr. Daniel A.
Morris is a Co-Chief Investment Officer at Smithbridge Asset Management, Inc.
Mr. Morris was previously employed as a President & Chief Investment Officer by Morris Capital Advisors LLC, a Partner by Consistent Asset Management Co., Inc., a Principal by Charles Schwab & Co., Inc., and a Portfolio Manager by Wilmington Trust Co.
He received his undergraduate degree from Saint Vincent College and a graduate degree from Drexel University.
Aktive Positionen von Dan Morris
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 31.12.2021 |
Ehemalige bekannte Positionen von Dan Morris
| Unternehmen | Position | Ende |
|---|---|---|
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. | Vorstandsvorsitzender | 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. | Portfolio Manager-Aktien | 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 | - |
Ausbildung von Dan Morris
| Saint Vincent College | Undergraduate Degree |
| Drexel University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
