Marc E. Morlock
Profile
Mr. Morlock joined Independent Fiduciary Services in October 1996.
He is also actively involved with ongoing investment consulting to several Taft Hartley funds and has been central to a number of the firm's fiduciary transactions, including real estate-based projects.
Mr. Morlock graduated from Pennsylvania State University with a Bachelor's Degree in Finance and International Business.
Former positions of Marc E. Morlock
Companies | Position | End |
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Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Analyst-Equity | - |
Training of Marc E. Morlock
The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Finance |
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