Profil
Mr. Alexander W.
Morris, CFA MBA, is a Research Analyst at Fiduciary Group LLC.
He joined the firm in September 2015.
Prior to joining The Fiduciary Group, Mr. Morris was an Investment Associate at a capital management firm in Jacksonville, Florida.
Mr. Morris graduated from the University of Florida’s Warrington College of Business with an undergraduate degree in finance and a minor in real estate.
He returned to the University of Florida and earned his MBA in 2015.
He has also earned the Chartered Financial Analyst designation and is a member of the CFA Institute.
Anciens postes connus de Alex Morris
| Sociétés | Poste | Fin |
|---|---|---|
Fiduciary Group LLC
 Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Analyst-Equity | 01/04/2021 |
Davis Capital Management LLC (Florida)
 Davis Capital Management LLC (Florida) Investment ManagersFinance Davis Capital Management LLC (DCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jacksonville, Florida. The firm was founded by Troy Davis in 2008. DCM provides discretionary account management, financial advising, and financial planning services to individuals and institutions. | Analyst-Equity | 01/09/2015 |
Formation de Alex Morris
| University of Florida | Undergraduate Degree |
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Fiduciary Group LLC
Fiduciary Group LLC Investment ManagersFinance Fiduciary Group LLC, do-business-as The Fiduciary Group (TFG), is a wealth management firm and registered investment advisor headquartered in Savannah, Georgia. The firm was founded by Lee Butler in 1970 as Fiduciary Services Corp. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). TFG provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension and profit-sharing plans, non-profit organizations, and other legal entities. These accounts are managed as separately managed accounts. They also serve as a fiduciary investment advisor under ERISA Section 3(38) to participant-directed 401(k) plans. | Finance |
Davis Capital Management LLC (Florida)
Davis Capital Management LLC (Florida) Investment ManagersFinance Davis Capital Management LLC (DCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Jacksonville, Florida. The firm was founded by Troy Davis in 2008. DCM provides discretionary account management, financial advising, and financial planning services to individuals and institutions. | Finance |
