Bob Morse
Chief Executive Officer at Morse Asset Management, Inc.
Profile
Mr. Robert P.
Morse is a Chief Executive Officer, Chief Investment Officer & Senior Portfolio Manager at Morse Asset Management, Inc. and a President & Senior Portfolio Manager at Wall Street Management Corp.
He was formerly a Managing Director of CG Asset Management LLC.
He has been working with high net worth and institutional clients for 16 years.
Prior to joining the firm, he spent four years managing money at Merrill Lynch.
From 2007 to 2011, Mr. Morse worked at UBS Investment Bank managing institutional investor relationships.
He began his career in 2003 with Morse, Williams and Co., Inc., a registered investment advisor.
Mr. Morse received a Bachelor of Arts in Environmental Policy with a focus in Economics from Colby College in 2003.
Bob Morse active positions
| Companies | Position | Start |
|---|---|---|
Wall Street Management Corp.
 Wall Street Management Corp. Investment ManagersFinance Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients. | President | 1984-04-30 |
Morse Asset Management, Inc.
 Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Chief Executive Officer | 2015-12-31 |
Former positions of Bob Morse
| Companies | Position | End |
|---|---|---|
| The Wall Street Fund, Inc. | Chairman | - |
Morse, Williams & Co., Inc.
 Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Founder | 2010-05-02 |
| US Department of the Navy (District of Columbia) | Corporate Officer/Principal | - |
| Wit Soundview Group, Inc. | Corporate Officer/Principal | - |
Hambrecht & Quist Group, Inc.
 Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Bob Morse
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| AMERICAN EXPRESS COMPANY | Finance |
| Private companies | 9 |
|---|---|
Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Finance |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
| The Wall Street Fund, Inc. | Miscellaneous |
Wall Street Management Corp.
Wall Street Management Corp. Investment ManagersFinance Wall Street Management Corp. (WSMC) is a registered investment advisor headquartered in Darien, Connecticut. The firm is a wholly-owned subsidiary of Morse Williams Holding Co., Inc. WSMC provides discretionary investment advisory services to various types of clients. | Finance |
CG Asset Management LLC
 CG Asset Management LLC Investment ManagersFinance CG Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Capital Guardian Holding LLC. They were formerly known as Capital Guardian Asset Management LLC. CG Asset Management LLC provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit sharing plans, trusts, estates and high net-worth individuals. CGAM also has a management services agreement with an affiliate, Wall Street Management Corp. (WSMC), the advisor to the CG Core Balanced Fund under which they provide certain administrative services.^ | Finance |
Hambrecht & Quist Group, Inc.
Hambrecht & Quist Group, Inc. Investment Banks/BrokersFinance Hambrecht & Quist Group, Inc. operates as a holding investment bank and provides securities brokerage services. The company is headquartered in San Francisco, CA. | Finance |
| Wit Soundview Group, Inc. | Finance |
| US Department of the Navy (District of Columbia) | Government |
Morse Asset Management, Inc.
Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Finance |
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