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Evan Morris
Market Strategist at
BofA Securities, Inc.
Profile
Mr. Evan Morris is a Portfolio Strategist at BofA Securities, Inc.
Mr. Morris was previously employed as a Portfolio Strategist by Merrill Lynch, Pierce, Fenner & Smith, Inc., a Vice President by Banc of America Securities LLC, a Portfolio Manager by Balyasny Asset Management LP, a Principal by Citigroup Global Markets, Inc. (Broker), a Portfolio Manager by Hudson Global Group LLC, an Analyst by North Sound Capital LLC (Old), a Principal by PaineWebber, Inc., and an Analyst by UBS Securities LLC.
He received his undergraduate degree from Hofstra University and an MBA from St. John's University.
Evan Morris active positions
| Companies | Position | Start |
|---|---|---|
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Market Strategist | 2019-05-12 |
Former positions of Evan Morris
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | - |
Hudson Global Group LLC
 Hudson Global Group LLC Miscellaneous Commercial ServicesCommercial Services Provides strategic marketing, communication, pharmaceutical and healthcare services | Corporate Officer/Principal | - |
Balyasny Asset Management LP
 Balyasny Asset Management LP Investment ManagersFinance BAM aims to deliver consistent, uncorrelated absolute returns in all market environments. The firm manages multi-strategy investment funds which maintain a concentrated private equity portfolio. Their investment advisory services reflect a blend of strategies including fundamental long/short equity, macro & rates, systematic trading and event & credit investing. BAM’s long/short equity and equity trading strategies include (but are not limited to) investments and trading in the following market sectors: Energy, Health Care, Financials, Industrials, Information Technology, Consumer Staples and Consumer Discretionary. | Corporate Officer/Principal | - |
North Sound Capital LLC (Old)
 North Sound Capital LLC (Old) Investment ManagersFinance NSC is a multi-cap value hedge fund manager that primarily shorts US stocks without sector restriction. Their research effort is fundamental and makes use of in-house and Wall Street research. Sector weighting is typically tied to the Barra S&P 500 index. | Analyst-Equity | - |
Training of Evan Morris
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
92
1st degree connections
11
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
North Sound Capital LLC (Old)
North Sound Capital LLC (Old) Investment ManagersFinance NSC is a multi-cap value hedge fund manager that primarily shorts US stocks without sector restriction. Their research effort is fundamental and makes use of in-house and Wall Street research. Sector weighting is typically tied to the Barra S&P 500 index. | Finance |
Balyasny Asset Management LP
Balyasny Asset Management LP Investment ManagersFinance BAM aims to deliver consistent, uncorrelated absolute returns in all market environments. The firm manages multi-strategy investment funds which maintain a concentrated private equity portfolio. Their investment advisory services reflect a blend of strategies including fundamental long/short equity, macro & rates, systematic trading and event & credit investing. BAM’s long/short equity and equity trading strategies include (but are not limited to) investments and trading in the following market sectors: Energy, Health Care, Financials, Industrials, Information Technology, Consumer Staples and Consumer Discretionary. | Finance |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
Hofstra University
 Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. John's University
 St. John's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hudson Global Group LLC
Hudson Global Group LLC Miscellaneous Commercial ServicesCommercial Services Provides strategic marketing, communication, pharmaceutical and healthcare services | Commercial Services |
BofA Securities, Inc.
BofA Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
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