Paul Edward Morlen
Chief Investment Officer at Cullinan Associates, Inc.
Profile
Mr. Paul E.
Morlen, CFA CPA, is a Chief Investment Officer at Cullinan Associates, Inc. He handles portfolio management responsibilities.
He has over 26 years experience in the financial services industry with particular expertise in accounting, equity research and investment management systems.
He was previously an Equity Research Analyst with Invesco-National Asset Management and prior to that was a Senior Business Analyst-Investment Operations with Aegon N.V.
Mr. Morlen holds the Chartered Financial Analyst designation and is a Certified Public Accountant.
Paul Edward Morlen active positions
| Companies | Position | Start |
|---|---|---|
Cullinan Associates, Inc.
 Cullinan Associates, Inc. Investment ManagersFinance Cullinan Associates, Inc. (Cullinan) is an independent, SEC- registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by R. Keith Cullinan, Royden K. Cullinan, Jr., and Brian L. Cullinan in 1990. Cullinan provides investment advisory services to individuals, high net-worth investors, pension and profit-sharing plans, trusts, charitable organizations, corporations and other business entities. | Chief Investment Officer | 2021-12-31 |
Former positions of Paul Edward Morlen
| Companies | Position | End |
|---|---|---|
INVESCO National Asset Management Corp.
 INVESCO National Asset Management Corp. Investment ManagersFinance INVESCO National Asset Management Corp. provides investment services. It manages separate client focused equity, fixed income and balanced portfolios and mutual funds. The company is headquartered in Louisville, KY. | Corporate Officer/Principal | - |
| AEGON LTD. | Corporate Officer/Principal | - |
Training of Paul Edward Morlen
| Indiana University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| AEGON LTD. | Finance |
| Private companies | 2 |
|---|---|
Cullinan Associates, Inc.
Cullinan Associates, Inc. Investment ManagersFinance Cullinan Associates, Inc. (Cullinan) is an independent, SEC- registered investment advisor headquartered in Louisville, Kentucky. The firm was founded by R. Keith Cullinan, Royden K. Cullinan, Jr., and Brian L. Cullinan in 1990. Cullinan provides investment advisory services to individuals, high net-worth investors, pension and profit-sharing plans, trusts, charitable organizations, corporations and other business entities. | Finance |
INVESCO National Asset Management Corp.
INVESCO National Asset Management Corp. Investment ManagersFinance INVESCO National Asset Management Corp. provides investment services. It manages separate client focused equity, fixed income and balanced portfolios and mutual funds. The company is headquartered in Louisville, KY. | Finance |
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