Portfolio Manager @ Cg Total Return Fund (May 2018 - Present)
Vice President @ Cg Total Return Fund (February 2017 - Present)
Managing Director, Portfolio Manager @ (January 2017 - April 2019)
Managing Director, Portfolio Manager @ (July 2015 - December 2017)
Financial Advisor @ (October 2011 - July 2015)
Associate Director Prime Brokerage Client Service @ (May 2007 - October 2011)
Registered Client Associate @ Morse Williams & Co (January 2004 - April 2007)
Portfolio Manager Assistant @ Morse Williams & Co (September 2003 - December 2003)
Robert Morse Education
Colby College
Bachelor of Arts (Economics)
1999-2003
Robert Morse Skills
Alternative Investments
Asset Allocation
Asset Managment
Bonds
Capital Markets
Corporate Finance
ETFs
Equities
Equity Trading
Executive Compensation Planning
Financial Planning
Fixed Income
Fundamental Analysis
Hedge Funds
Investment Advisory
Investment Banking
Investment Management
Investment Strategies
Investments
Mutual Funds
Options
Portfolio Management
Prime Brokerage
Private Equity
Registered Investment Advisor
Risk Management
Series 63
Series 7
Technical Analysis
Wealth Management
Robert Morse Summary
Robert Morse, based in Mendham, NJ, US, is currently a CEO, CIO, Senior Portfolio Manager at Morse Asset Management, Inc.. Robert Morse brings experience from previous roles at Morse Asset Management, Inc. and Cg Total Return Fund. Robert Morse holds a 1999 - 2003 Bachelor of Arts in Economics @ Colby College. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Managment, Bonds, Capital Markets and more. Robert Morse has 3 emails and 3 mobile phone numbers on RocketReach.
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