Brent Morrison
Chief Executive Officer at REGIONAL HEALTH PROPERTIES, INC.
Net worth: 152 682 $ as of 2024-03-30
Profile
Brent Steven Morrison is currently the Chief Executive Officer & Managing Director at Zuma Capital Management LLC, the Chief Executive Officer at AdCare Administrative Services LLC, and the Chairman, President, CEO & Secretary at Regional Health Properties, Inc. He previously served as an Independent Director at iPass, Inc., a Director at AdCare Health Systems, Inc., a Vice President at Wilshire Advisors LLC, a Senior Research Analyst at Strome Group LP, an Analyst at ClockTower Capital LLC, and a Principal at Wells Fargo Clearing Services LLC.
Mr. Morrison holds an MBA degree from the University of California, Los Angeles and an undergraduate degree from The University of Colorado.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-14 | 62,319 ( 3.31% ) | 152 682 $ | 2024-03-30 |
Brent Morrison active positions
| Companies | Position | Start |
|---|---|---|
| REGIONAL HEALTH PROPERTIES, INC. | Chief Executive Officer | 2017-10-17 |
Zuma Capital Management LLC
 Zuma Capital Management LLC Investment ManagersFinance Zuma Capital Management LLC provides investment advisory services. It specializes in providing its clients with full service financial and retirement advisory. The company was founded in 2011 and is headquartered in Santa Monica, CA. | Chief Executive Officer | 2012-07-31 |
AdCare Administrative Services LLC
 AdCare Administrative Services LLC Miscellaneous Commercial ServicesCommercial Services AdCare Administrative Services LLC operates in the government industry. The company is headquartered in Roswell, GA. | Chief Executive Officer | - |
Former positions of Brent Morrison
| Companies | Position | End |
|---|---|---|
| IPASS INC. | Director/Board Member | 2016-05-31 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Portfolio Manager-Equities | 2012-12-31 |
ClockTower Capital LLC
 ClockTower Capital LLC Investment ManagersFinance Founded by David Benwell, ClockTower Capital LLC is a registered investment advisor located in Beverly Hills, California. They manage the Arrow ClockTower Global Fund and the ClockTower Partners LP | Analyst-Equity | 2008-12-31 |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | 2006-12-31 |
Training of Brent Morrison
| University of California, Los Angeles | Masters Business Admin |
| The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
iPass, Inc.
 iPass, Inc. Information Technology ServicesTechnology Services iPass, Inc. engaged in the provision of mobile connectivity services. It offers standard cloud-based solution that allows customers and users access to global Wireless Fidelity network. The company was founded by John Alsop and Karen Chakmakian in July 1996 and is headquartered in Redwood Shores, CA. | Technology Services |
AdCare Health Systems, Inc.
 AdCare Health Systems, Inc. Medical/Nursing ServicesHealth Services AdCare Health Systems, Inc. operates as a healthcare real estate investment company that invests primarily in real estate purposed for long-term care and senior living. Its business consists of leasing and subleasing such facilities to tenants, which operate the facilities. Its facilities provide a range of healthcare and related services for both long-term and short-stay patients and residents. The company was founded by David A. Tenwick, J. Michael Williams and Gary L. Wade on August 14, 1991 and is headquartered in Suwanee, GA. | Health Services |
Zuma Capital Management LLC
Zuma Capital Management LLC Investment ManagersFinance Zuma Capital Management LLC provides investment advisory services. It specializes in providing its clients with full service financial and retirement advisory. The company was founded in 2011 and is headquartered in Santa Monica, CA. | Finance |
ClockTower Capital LLC
ClockTower Capital LLC Investment ManagersFinance Founded by David Benwell, ClockTower Capital LLC is a registered investment advisor located in Beverly Hills, California. They manage the Arrow ClockTower Global Fund and the ClockTower Partners LP | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
AdCare Administrative Services LLC
AdCare Administrative Services LLC Miscellaneous Commercial ServicesCommercial Services AdCare Administrative Services LLC operates in the government industry. The company is headquartered in Roswell, GA. | Commercial Services |
| Regional Health Properties, Inc. |
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