Matthew Morse Email & Phone Number

Chief Equity Strategist, Portfolio Manager @ Grimes & Company

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Matthew Morse Location

Boston, MA, US

Matthew Morse Work

2025 - now Chief Equity Strategist, Portfolio Manager @ Grimes & Company
2024 - 2025 Founder and CIO and Portfolio Manager @ Harmony Wealth Partners
2021 - 2024 Chief Equity Strategist, Portfolio Manager @ Clarendon Private

2020 - 2021 Chief Investment Officer, Portfolio Manager @ Mainstone Capital Management
2016 - 2019 Chief Investment Officer, Portfolio Manager @ Eaton Vance
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2008 - 2016 Director of US Equities @ Crestwood Advisors
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2001 - 2008 Equity Analyst @ FocusPoint Private Capital Group
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1999 - 2001 Senior Accountant @ PwC
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Matthew Morse Education

University of Southern California
1994 - 1998
Belmont Hill School
The Fessenden School

Wellesley High School

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Matthew Morse Skills

Asset Management
Asset Allocation
Investments

Wealth Management
Mutual Funds
Investment Strategies
Portfolio Management
Equities

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Matthew Morse Summary

Matthew Morse, based in Boston, MA, US, is currently a Chief Equity Strategist, Portfolio Manager at Grimes & Company. Matthew Morse brings experience from previous roles at Harmony Wealth Partners, Clarendon Private, Mainstone Capital Management and Eaton Vance. Matthew Morse holds a 1994 - 1998 University of Southern California. With a robust skill set that includes Asset Management, Asset Allocation, Investments, Wealth Management, Mutual Funds and more. Matthew Morse has 2 emails and 1 mobile phone numbers on RocketReach.

Matthew Morse Emails

Found 2 emails

Matthew Morse Phone Numbers

Found 3 phone numbers

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Others Named Matthew Morse

Matthew Morse

Director S and OP and Demand Planning at Georgia-Pacific LLC

Atlanta, GA, US
1
- gapac.com
2
- +1 770-713-XXXX
- +1 215-886-XXXX
Matthew Morse

Chief Equity Strategist, Portfolio Manager at Grimes & Company

Boston, MA, US
2
- gmail.com
- grimesco.com
3
- +1 603-759-XXXX
- +1 617-523-XXXX
- +1 617-672-XXXX
Matthew Morse

Executive Director at Morgan Stanley

New York, NY, US
1
- morganstanley.com
4
- +1 203-972-XXXX
- +1 203-943-XXXX
- +1 801-243-XXXX
- +1 203-966-XXXX
Matthew Morse

Founder and Creative Director at 1851 Creative

Denver, CO, US
2
- gmail.com
- 1851creative.com
3
- +1 952-838-XXXX
- +1 602-413-XXXX
- +1 720-985-XXXX
Matthew Morse

Manager, Compression Facilities at EOG Resources

Midland, TX, US
2
- eogresources.com
- gmail.com
3
- +1 318-225-XXXX
- +1 432-848-XXXX
- +1 318-396-XXXX
Matthew Morse

Senior Sales Executive - Investment Banking at S&P Global

New York, NY, US
1
- spglobal.com

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Top Grimes & Company Employees

Michael Grimes

Chief Marketing Officer at Grimes & Company

Westborough, MA, US
2
- gmail.com
- grimesco.com
2
- +1 617-366-XXXX
- +1 917-698-XXXX
Michael Davide

Chief Compliance Officer at Grimes & Company

Westborough, MA, US
1
- grimesco.com
2
- +1 936-203-XXXX
- +1 816-373-XXXX
Sam Cregg

Regional Director at Grimes & Company

Boston, MA, US
2
- gmail.com
- grimesco.com
2
- +1 978-766-XXXX
- +1 617-285-XXXX
Gordon Thomas

Financial Advisor at Grimes & Company

Westborough, MA, US
1
- grimesco.com
2
- +1 781-431-XXXX
- +1 508-728-XXXX
Timothy Rheaume

Financial Advisor at Grimes & Company

Westborough, MA, US
1
- grimesco.com
3
- +1 617-449-XXXX
- +1 603-731-XXXX
- +1 401-333-XXXX
Matthew Morse

Chief Equity Strategist, Portfolio Manager at Grimes & Company

Boston, MA, US
2
- gmail.com
- grimesco.com
3
- +1 603-759-XXXX
- +1 617-523-XXXX
- +1 617-672-XXXX

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