Mark A. Morris
Profile
Mr. Mark A.
Morris is Managing Director & Portfolio Manager at NWQ Investment Management Co. LLC.
Prior to joining NWQ, Mr. Morris held the position of Director & Portfolio Manager with Merrill Lynch Investment Managers where he managed value-oriented institutional portfolios for three years.
Prior to that, he spent seven years at Trust Company of the West as a Senior Vice President & Analyst, covering primarily technology companies.
Mr. Morris was also a Vice President at Hanifen Imhoff, Inc. where he served as a Technology Analyst.
Mr. Morris received his Bachelor of Science degree in Computer Science from California State University-Chico, a Master of Science degree in Electrical & Computer Engineering from the University of California, Santa Barbara and an MBA from the University of San Diego.
Former positions of Mark A. Morris
| Companies | Position | End |
|---|---|---|
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Portfolio Manager-Equities | 2000-12-30 |
Gould Electronics, Inc.
 Gould Electronics, Inc. Electronic Production EquipmentElectronic Technology Gould Electronics, Inc. manufactures printed circuit boards and laminators. The firm makes printed circuit materials, such as JTC-brand electrodeposited copper foil and TCR-brand resistor foil. The company was founded in 1884 and is headquartered in Phoenix, AZ. | Corporate Officer/Principal | - |
National Clinical Research, Inc.
 National Clinical Research, Inc. Miscellaneous Commercial ServicesCommercial Services National Clinical Research, Inc. provides clinical research services. It conducts clinical trials of new medications being developed by pharmaceutical companies to treat many common health problems that include high blood pressure, high cholesterol, diabetes, allergies, psoriasis and obesity. The company was founded in 1994 by James M. McKenney and is headquartered in Richmond, VA. | Corporate Officer/Principal | - |
Hanifen, Imhoff, Inc.
 Hanifen, Imhoff, Inc. Investment Banks/BrokersFinance Part of Stifel Financial Corp., Hanifen, Imhoff, Inc. is a brokerage services provider. The company is based in Denver, CO. | Corporate Officer/Principal | - |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Corporate Officer/Principal | - |
Training of Mark A. Morris
| California State University-Chico | Undergraduate Degree |
| University of California, Santa Barbara | Graduate Degree |
| University of San Diego | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Gould Electronics, Inc.
Gould Electronics, Inc. Electronic Production EquipmentElectronic Technology Gould Electronics, Inc. manufactures printed circuit boards and laminators. The firm makes printed circuit materials, such as JTC-brand electrodeposited copper foil and TCR-brand resistor foil. The company was founded in 1884 and is headquartered in Phoenix, AZ. | Electronic Technology |
Hanifen, Imhoff, Inc.
Hanifen, Imhoff, Inc. Investment Banks/BrokersFinance Part of Stifel Financial Corp., Hanifen, Imhoff, Inc. is a brokerage services provider. The company is based in Denver, CO. | Finance |
National Clinical Research, Inc.
National Clinical Research, Inc. Miscellaneous Commercial ServicesCommercial Services National Clinical Research, Inc. provides clinical research services. It conducts clinical trials of new medications being developed by pharmaceutical companies to treat many common health problems that include high blood pressure, high cholesterol, diabetes, allergies, psoriasis and obesity. The company was founded in 1994 by James M. McKenney and is headquartered in Richmond, VA. | Commercial Services |
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