Profil
Mr. Rick J.
Morales, CFA MBA, is Chief Investment Officer & Vice Chairman at Woodway Financial Advisors.
Prior to joining Woodway in 1991, he spent seven years in portfolio management with an independent bank trust department.
He is past President of the Board of Directors of the University of Houston Bauer College of Business Administration Alumni Association and currently serves on the Dean's Advisory Board.
Mr. Morales has a Bachelor of Business Administration and Masters of Business Administration from the University of Houston with a concentration in Finance.
He is a Chartered Financial Analyst and a member of the CFA Institute, and the CFA Society of Houston.
Anciens postes connus de Rick J. Morales
| Sociétés | Poste | Fin |
|---|---|---|
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Profile Unavailabl | Gestionnaire de Portefeuille-Actions | 01/04/2015 |
University of Houston
University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | President | - |
Formation de Rick J. Morales
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 | 2 |
|---|---|
University of Houston
University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Profile Unavailabl | Finance |
















