David Morton Email & Phone Number
Vice President-Investments, Fundamental Choice Portfolio Manager
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David Morton Location
- Washington, DC, US
David Morton Work
- 2008 -now Vice President-Investments, Fundamental Choice Portfolio Manager @ Wells Fargo Advisors
- 1998 -2008 Vice President-Wealth Management @ CitiSmithBarney
- 1987 -1998 Assistant Vice President- Investments @ Merrill Lynch
David Morton Education
- The Gilman School 1975
- University of Pennsylvania - The Wharton School
B.S. Economics (Finance and Marketing)
- New York University
MBA (Finance and International Business)
David Morton Skills
- Investments
- Retirement Planning
- Securities
- Insurance
- Risk Management
- Financial Services
- Equities
- Asset Allocation
- Fixed Income
- Bonds
- Capital Markets
- Due Diligence
- Corporate Finance
- Retirement Plan Consulting
- Investment Strategies
- Strategic Planning
- Tax Efficient Strategies
- Wealth Preservation Planning
- Concentrated Stock Management
- Estate Planning Strategies
- 401k Planning
- Alternative Investments
- Hedge Funds
- 401k Rollovers
- PowerPoint
- Microsoft Excel
- Strategy
- Public Speaking
- Mutual Funds
- Portfolio Management
- Investment Advisory
- Series 7
- Start Ups
- Asset Management
- Investment Management
- Entrepreneurship
- Finance
- Financial Advisory
- Economics
- Asset Managment
David Morton Summary
- David Morton, based in Washington, DC, US, is currently a Vice President-Investments, Fundamental Choice Portfolio Manager at Wells Fargo Advisors. David Morton brings experience from previous roles at CitiSmithBarney and Merrill Lynch. David Morton holds a The Gilman School. With a robust skill set that includes Investments, Retirement Planning, Securities, Insurance, Risk Management and more. David Morton has 5 emails and 2 mobile phone numbers on RocketReach.
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