James Morris Email & Phone Number
Corporate Development Leader @ Hirtle, Callaghan & Co.
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James Morris Location
- Conshohocken, PA, US
James Morris Work
- 2020 -now Corporate Development Leader @
- 2017 -2020 Senior Client Engagement Director @
- 2014 -2017 President @ Explorers Investments
- 1983 -2014 Senior Vice President @
- 1979 -1983 Senior @
James Morris Education
- La Salle University
Bachelor Of Science (Accounting, Finance)
1975-1979
James Morris Skills
- Alternative Investments
- Solution Selling
- Series 63
- Banking
- Strategic Partnerships
- Public Speaking
- Sales
- Media Relations
- Global Business Development
- Portfolio Management
- Investments
- Relationship Management
- Board of Director experience
- Strategic Planning
- Asset Allocation
- Board Governance
- Strategy
- Financial Services
- Asset Managment
- Wealth Management
- Sales Management
- Mutual Funds
- Fund of Funds
- Equities
- Investment Strategies
- New Business Development
- Asset Management
- Private Equity
- Investment Advisory
- Marketing Strategy
- Solution Architecture
- Board of Directors
- Series 7
- Securities
- Hedge Funds
- Investment Management
James Morris Summary
- James Morris, based in Conshohocken, PA, US, is currently a Corporate Development Leader at Hirtle, Callaghan & Co.. James Morris brings experience from previous roles at Hirtle, Callaghan & Co., Explorers Investments, Sei and Arthur Andersen & Co.. James Morris holds a 1975 - 1979 Bachelor Of Science in Accounting, Finance @ La Salle University. With a robust skill set that includes Alternative Investments, Solution Selling, Series 63, Banking, Strategic Partnerships and more. James Morris has 5 emails and 2 mobile phone numbers on RocketReach.
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Top Hirtle, Callaghan & Co. Employees
Garrett Wilson
Managing Director, Member of Management Committee
Philadelphia, PA, US
Andrew Ramsey
Investment Officer
Denver, CO, US
Matthew Fieger
Quantitative Analyst
Philadelphia, PA, US
Anne Ford
Director, Communications
Bryn Mawr, PA, US
Sara Flanigan
Vice President
Gilbertsville, PA, US
James Morris
Corporate Development Leader
Conshohocken, PA, US
Pete Holway
Principal
Greensburg, PA, US
Susan McEvoy
Managing Director, Investment Officer
United States
Doug Monty
Director
Conshohocken, PA, US
Kim Snyder
Senior Client Service Specialist
Philadelphia, PA, US
Terrick Whitters
Portfolio Management Analyst
Denver, CO, US
Susan Hnat
Senior Associate
Philadelphia, PA, US
Umar Ehtisham
Chief Compliance and Risk Officer
Philadelphia, PA, US
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