José Gerardo Morales
Gestionnaire de Portefeuille-Actions chez Axiom Investors LLC
Profil
Mr. José G.
Morales, CFA MBA, is a Senior Vice President & Portfolio Manager at Axiom Investors LLC.
He has extensive experience covering emerging market equities over 20 years.
Before joining Axiom, Mr. Morales was a Portfolio Manager/CIO at Mirae Asset Global Investments where he was lead manager of several emerging markets and global equity funds.
Prior to Mirae, he was the Head of Emerging European Equities at Pictet Asset Management.
He held similar positions at West LP Mellon and HSBC Asset Management.
He holds a B.Sc.
in Finance from George Mason University, and an M.B.A.
in Investment Analysis and International Business from Georgetown University.
Postes actifs de José Gerardo Morales
| Sociétés | Poste | Début |
|---|---|---|
Axiom Investors LLC
 Axiom Investors LLC Investment ManagersFinance Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients. | Gestionnaire de Portefeuille-Actions | 01/09/2017 |
Anciens postes connus de José Gerardo Morales
| Sociétés | Poste | Fin |
|---|---|---|
Mirae Asset Global Investments (UK) Ltd.
 Mirae Asset Global Investments (UK) Ltd. Investment ManagersFinance Part of Mirae Asset Global Investments Co., Ltd., Mirae Asset Global Investments (UK) Ltd. is a British company that provides investment advice. The company is based in London, UK and was founded in 2007. | Corporate Officer/Principal | 01/01/2010 |
Pictet Asset Management Ltd.
 Pictet Asset Management Ltd. Investment ManagersFinance Pictet Asset Management Ltd. (Pictet AM) is an alternative investment management firm headquartered in London, UK. The firm was founded in 1980 and is wholly owned by Pictet Asset Management Holding SA, which is ultimately owned by Banque Pictet & Cie SA in Switzerland. Pictet AM provides discretionary investment management services on a global scale to a wide range of international institutional clients. Furthermore, the firm also acts as the investment adviser or sub-adviser to US-based investment companies and other regulated and unregulated collective investment schemes in international jurisdictions. Pictet AM adheres to the UN Principles for Responsible Investment (UNPRI). | Head-Equity Investments | 31/03/2007 |
Blackfriars Asset Management Ltd.
 Blackfriars Asset Management Ltd. Investment ManagersFinance Blackfriars Asset Management Ltd. (Blackfriars) is the Great Britain-based, wholly-owned asset management subsidiary of The Hamon Investment Group Pte Ltd. in Hong Kong. Located in London, the firm was established in 1998 as part of WestAM. In 2006, BNY Mellon acquired 50% of WestAM to form WestLB Mellon Asset Management UK Ltd. Blackfriars is a specialist investment boutique. Their clients include savings banks, commercial banks, corporations, foundations, endowments, governments, central banks, insurance companies, mutual funds and pension funds. The firm manages segregated accounts and mutual funds including the Luxembourg-registered Compass umbrella fund. | Gestionnaire de Portefeuille-Actions | 30/06/2006 |
WestLB Mellon Asset Management (USA) LLC
 WestLB Mellon Asset Management (USA) LLC Investment ManagersFinance WestLB Mellon Asset Management (USA) LLC is an investment advisor firm located in New York City, with addition offices in Chicago and Houston. They are a subsidiary of WestLB Mellon Asset Management Holdings Ltd. The firm was formerly known as WestAM (USA) Ltd. The firm was founded in 1998. | Corporate Officer/Principal | - |
Mirae Asset Global Investments (USA) LLC
 Mirae Asset Global Investments (USA) LLC Investment ManagersFinance Mirae Asset Global Investments (USA) LLC (Mirae Asset USA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 by Hyeon-Joo Park.They are a wholly-owned subsidiary of Mirae Asset Global Investments (USA) Inc., which in turn is a majority-owned subsidiary of Mirae Asset Global Investments Co. Ltd., a Korea-based investment advisor that was established in 1997. Mirae Asset USA provides investment advice to individuals, investment companies, pooled investment vehicles, registered investment advisers, non-US registered funds, pension and profit-sharing plans, trusts, estates, or charitable organizations and other institutional investors. | Directeur en chef des Investissements | - |
Formation de José Gerardo Morales
| George Mason University | Undergraduate Degree |
| Georgetown University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Axiom Investors LLC
Axiom Investors LLC Investment ManagersFinance Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients. | Finance |
Mirae Asset Global Investments (USA) LLC
Mirae Asset Global Investments (USA) LLC Investment ManagersFinance Mirae Asset Global Investments (USA) LLC (Mirae Asset USA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2008 by Hyeon-Joo Park.They are a wholly-owned subsidiary of Mirae Asset Global Investments (USA) Inc., which in turn is a majority-owned subsidiary of Mirae Asset Global Investments Co. Ltd., a Korea-based investment advisor that was established in 1997. Mirae Asset USA provides investment advice to individuals, investment companies, pooled investment vehicles, registered investment advisers, non-US registered funds, pension and profit-sharing plans, trusts, estates, or charitable organizations and other institutional investors. | Finance |
Pictet Asset Management Ltd.
Pictet Asset Management Ltd. Investment ManagersFinance Pictet Asset Management Ltd. (Pictet AM) is an alternative investment management firm headquartered in London, UK. The firm was founded in 1980 and is wholly owned by Pictet Asset Management Holding SA, which is ultimately owned by Banque Pictet & Cie SA in Switzerland. Pictet AM provides discretionary investment management services on a global scale to a wide range of international institutional clients. Furthermore, the firm also acts as the investment adviser or sub-adviser to US-based investment companies and other regulated and unregulated collective investment schemes in international jurisdictions. Pictet AM adheres to the UN Principles for Responsible Investment (UNPRI). | Finance |
Blackfriars Asset Management Ltd.
Blackfriars Asset Management Ltd. Investment ManagersFinance Blackfriars Asset Management Ltd. (Blackfriars) is the Great Britain-based, wholly-owned asset management subsidiary of The Hamon Investment Group Pte Ltd. in Hong Kong. Located in London, the firm was established in 1998 as part of WestAM. In 2006, BNY Mellon acquired 50% of WestAM to form WestLB Mellon Asset Management UK Ltd. Blackfriars is a specialist investment boutique. Their clients include savings banks, commercial banks, corporations, foundations, endowments, governments, central banks, insurance companies, mutual funds and pension funds. The firm manages segregated accounts and mutual funds including the Luxembourg-registered Compass umbrella fund. | Finance |
WestLB Mellon Asset Management (USA) LLC
WestLB Mellon Asset Management (USA) LLC Investment ManagersFinance WestLB Mellon Asset Management (USA) LLC is an investment advisor firm located in New York City, with addition offices in Chicago and Houston. They are a subsidiary of WestLB Mellon Asset Management Holdings Ltd. The firm was formerly known as WestAM (USA) Ltd. The firm was founded in 1998. | Finance |
Mirae Asset Global Investments (UK) Ltd.
Mirae Asset Global Investments (UK) Ltd. Investment ManagersFinance Part of Mirae Asset Global Investments Co., Ltd., Mirae Asset Global Investments (UK) Ltd. is a British company that provides investment advice. The company is based in London, UK and was founded in 2007. | Finance |
