Matthew Morse Email & Phone Number
Chief Investment Officer @ Grimes & Company
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Matthew Morse Location
- Boston, MA, US
Matthew Morse Work
- Chief Investment Officer @ (July 2025 - Present)
- Founder and CIO and Portfolio Manager @ Harmony Wealth Partners (April 2024 - July 2025)
- Chief Equity Strategist, Portfolio Manager @ (July 2021 - April 2024)
- Chief Investment Officer, Portfolio Manager @ Mainstone Capital Management (January 2020 - May 2021)
- Chief Investment Officer, Portfolio Manager @ (July 2016 - November 2019)
- Director of US Equities @ (November 2008 - April 2016)
- Equity Analyst @ (September 2001 - November 2008)
- Senior Accountant @ (January 1999 - September 2001)
Matthew Morse Education
- University of Southern California
Bachelor's degree (Accounting)
1994-1998 - Belmont Hill School
- The Fessenden School
- Wellesley High School
Matthew Morse Skills
- Asset Management
- Asset Allocation
- Investments
- Wealth Management
- Mutual Funds
- Investment Strategies
- Portfolio Management
- Equities
Matthew Morse Summary
- Matthew Morse, based in Boston, MA, US, is currently a Chief Investment Officer 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 Bachelor's degree in Accounting @ 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.
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Top Grimes & Company Employees
Michael Grimes
Chief Marketing Officer
Westborough, MA, US
Andrew Hamil
Chief Operating Officer
East Greenwich, RI, US
James Barrett
Financial Advisor
Alton, NH, US
Kevin Grimes
Chief Executive Officer
Needham, MA, US
Emily Wood
Vice President
Massachusetts, United States
Jordan Letendre
Financial Advisor
Auburn, MA, US
Suzanne Griffin
Controller
Boston, MA, US
Matthew Morse
Chief Investment Officer
Boston, MA, US
Ashley Ransow
Chief Operating Officer
Westborough, MA, US
Thomas Grimes
Principal, Vice President
Walpole, MA, US
Gerald Connolly
Vice President, Chief Compliance Officer
Massachusetts, United States
Gordon Thomas
Financial Advisor
Westborough, MA, US
Cody Forbush
Financial Advisor
Omaha, NE, US
Jae Song
Director of Data and AI
Boston, MA, US
Sandra Hood
Director of People and Culture
Belmont, MA, US
Adam Jacobs
Vice President
Westborough, MA, US
Sam Cregg
Regional Director
Boston, MA, US
Michael Davide
Chief Compliance Officer
Westborough, MA, US
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