Alex Moritz Email & Phone Number

Portfolio Manager @ Briar Hall LLC

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Alex Moritz Location

Chicago, IL, US

Alex Moritz Work

2022 - now Portfolio Manager @ Briar Hall LLC
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2022 - 2022 Vice President @ Muller & Monroe Asset Management
2018 - 2022 Senior Associate @ Muller & Monroe Asset Management

2015 - 2018 Associate Director, Marketing and Sales Services @ UBS Group AG
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2008 - 2015 Client and Deal and Product Management @ Morningstar
2007 - 2008 Business Development Associate @ Cambridge Global Payments
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Alex Moritz Education

DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.) (Finance and Strategy)
2015 - 2017
Loyola University Chicago
BA (Economics, French)
2004 - 2007

Alex Moritz Skills

Equities
Financial Markets
Morningstar Direct

Asset Allocation
Financial Services
Investments
Investment Strategies
Management
Mutual Funds
Business Analysis

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Alex Moritz Summary

Alex Moritz, based in Chicago, IL, US, is currently a Portfolio Manager at Briar Hall LLC. Alex Moritz brings experience from previous roles at Muller & Monroe Asset Management, UBS Asset Management and Morningstar. Alex Moritz holds a 2015 - 2017 Master of Business Administration (M.B.A.) in Finance and Strategy @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Equities, Financial Markets, Morningstar Direct, Asset Allocation, Financial Services and more. Alex Moritz has 2 emails and 1 mobile phone numbers on RocketReach.

Alex Moritz Emails

Found 2 emails

Alex Moritz Phone Numbers

Found 1 phone numbers

+1 847-372-XXXX

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Patrick McDowell

Chief Operating Officer, Chief Financial Officer at Briar Hall LLC

Chicago, IL, US
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Jim Colpi

Vice President – Investments at Briar Hall LLC

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Chief Learning Officer at Briar Hall LLC

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Katie O'Hara

Vice President Wealth Advisory at Briar Hall LLC

Chicago, IL, US
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Ator David

Executive Assistant to Chief Executive Officer at Briar Hall LLC

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MJ Harris

Senior VP at Briar Hall LLC

Chicago, IL, US
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