Profil
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.
Postes actifs de Paul Edward Morlen
| Sociétés | Poste | Début |
|---|---|---|
Cullinan Associates, Inc.
Cullinan Associates, Inc. Investment ManagersFinance Cullinan employs covered call option writing on portfolios of large-cap common stocks or an S&P 500 exchange-traded fund. Any investing in equity securities carries an inherent risk of loss, but the firm's use of covered call option writing helps reduce this risk. | Directeur en chef des Investissements | 01/01/2022 |
Anciens postes connus de Paul Edward Morlen
| Sociétés | Poste | Fin |
|---|---|---|
INVESCO National Asset Management Corp.
INVESCO National Asset Management Corp. Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
| AEGON N.V. | Corporate Officer/Principal | - |
Formation de Paul Edward Morlen
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
INVESCO National Asset Management Corp.
INVESCO National Asset Management Corp. Investment ManagersFinance Provides investment services | Finance |
Cullinan Associates, Inc.
Cullinan Associates, Inc. Investment ManagersFinance Cullinan employs covered call option writing on portfolios of large-cap common stocks or an S&P 500 exchange-traded fund. Any investing in equity securities carries an inherent risk of loss, but the firm's use of covered call option writing helps reduce this risk. | Finance |
Aegon Ltd.
Aegon Ltd. Multi-Line InsuranceFinance Provides insurance and reinsurance & wealth management services | Finance |
Indiana University
Indiana University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















