Todd Morris
Analyst-Equity at Polen Capital Management LLC
Profile
Mr. James T.
Morris is a Portfolio Manager & Analyst at Polen Capital Management LLC.
He is responsible for decision-making, including working closely with the investment team to maintain Polen’s investment philosophy while investing around the world.
He also works as an analyst, identifying and researching investments for the strategy.
He also served as Director of Research at the firm.
Prior to joining Polen Capital in 2011, Mr. Morris worked in research and marketing roles with Prudential Insurance and Millennium Global Asset Management, respectively, and served for seven years in the U.S.
Navy.
During his naval career he navigated a warship on three deployments, taught at the U.S.
Merchant Marine Academy and served with the U.S.
Army in Iraq.
Mr. Morris received a B.S.
in History from the U.S.
Naval Academy where he was a student athlete, and an MBA from Columbia Business School.
Todd Morris active positions
| Companies | Position | Start |
|---|---|---|
Polen Capital Management LLC
 Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Analyst-Equity | 2010-12-31 |
Former positions of Todd Morris
| Companies | Position | End |
|---|---|---|
| PRUDENTIAL FINANCIAL, INC. | Corporate Officer/Principal | - |
| The United States Army (District of Columbia) | Corporate Officer/Principal | - |
| United States Merchant Marine Academy | Corporate Officer/Principal | - |
| United States Navy (District of Columbia) | Corporate Officer/Principal | - |
Training of Todd Morris
| United States Naval Academy | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| PRUDENTIAL FINANCIAL, INC. | Finance |
| Private companies | 3 |
|---|---|
Polen Capital Management LLC
Polen Capital Management LLC Investment ManagersFinance Polen Capital Management LLC (Polen Capital) is an independent, SEC-registered investment advisor headquartered in Boca Raton, Florida. The firm was founded by David Polen in 1979. Polen Capital offers investment management services on a discretionary and non-discretionary basis to individuals, corporations, partnerships, trusts, retirement plans, sovereign nations, registered investment companies, UCITS and collective investment trusts. They also serve as a portfolio manager for certain clients of unaffiliated investment advisors in connection with wrap fee programs. | Finance |
| United States Navy (District of Columbia) | Government |
| The United States Army (District of Columbia) | Government |
- Stock Market
- Insiders
- Todd Morris
