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Mutual fund / Managed account / Financial adviser / Separately managed account / Lord Abbett / Innovest Systems /  LLC / Financial economics / Investment / Collective investment scheme


Microsoft Word - Morris bio-without logo.doc
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Document Date: 2007-06-15 08:30:54


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File Size: 18,76 KB

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City

Meadville / /

Company

Schwab / /

Facility

Money Management Institute / University of San Francisco / Allegheny College / /

IndustryTerm

asset management products / mutual fund institutional services / mutual fund clearing services / investment products / /

Organization

Allegheny College / Money Management Institute / Investment Management Consultants Association / University of San Francisco / /

Person

R. Morris John Morris / John R. Morris / /

Position

independent investment advisors / Managed Account MarketplaceĀ® / member of the board / senior vice president of managed accounts / vice president of mutual fund relations and vice president for mutual fund institutional services / director of mutual fund trading and branch manager / investors and investment advisors / /

ProvinceOrState

Pennsylvania / /

Technology

and maintains platforms for investment products / /

SocialTag