Morgan Asset Management

Description

Address: 1736 Stockton St # 1, San Francisco, CA 94133 Phone: (415) 392-9388: : : Website: : Hours: : : Category: Place name: Website: https://www.jpmorgan.com/country/US/EN/about/asset-management Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of JPM Asset Management Corporation Posting publicly on the Web Write a review Reviews Be the first to review

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Morgan Asset Management Employees

Employee
Years
Job
Industry
William Aycock, CFA William Aycock, CFA Birmingham, Alabama Area Details
William Aycock, CFA's Morgan Asset Management Experience August 2002 - December 2011
Job Analyst, Fixed Income & Alternative Strategies
Industry Capital Markets
Experience
Doucet Asset Management   December 2011 - Present
Morgan Asset Management   August 2002 - December 2011
Regions Morgan Keegan Trust  August 2001 - August 2002

Skills
Investments

Education
University of Alabama at Birmingham   2002 — 2004
MBA, Business

Birmingham-Southern College   1997 — 2001
BS, Biology/Psychology, Economics

Athens High School

Conner McCabe Conner McCabe Birmingham, Alabama Details
Conner McCabe's Morgan Asset Management Experience 2011 - 2011
Job Business Development at New Capital Partners
Industry Venture Capital & Private Equity
Experience
New Capital Partners  August 2014 - Present
Sterne Agee  May 2012 - August 2014
Morgan Keegan  May 2011 - August 2011
Morgan Asset Management   2011 - 2011

Skills
Financial Modeling, Financial Analysis, Quantitative Analysis, Excel, PowerPoint, Microsoft Excel, Quantitative Analytics, Equities, Portfolio Management, Bloomberg Terminal, Investments, Due Diligence, Analysis, Equity Research, Strategy, Investment Banking, Economics

Education
University of Alabama   2008 — 2012
BS, Finance, Investment Management

University of Alabama   2010 — 2012
Culverhouse Investment Management Group

Hoyte Pyle, CFA Hoyte Pyle, CFA Little Rock, Arkansas Details
Hoyte Pyle, CFA's Morgan Asset Management Experience October 2003 - November 2007
Job Senior Wealth Consultant at BancorpSouth Wealth Management
Industry Investment Management
Experience
BancorpSouth Wealth Management   November 2013 - Present
Meridian Investment Advisors   July 2012 - September 2013
U.S. Trust   November 2007 - June 2012
Morgan Asset Management   October 2003 - November 2007

Skills
Stock and bond research, Portfolio Management, Mutual Funds, Institutional..., Alternative Investments, Asset Allocation, Foundations and..., Investments, Bonds, Investment Management, Investment Strategies, Wealth Management, Investment Advisory, High Net Worth..., Asset Management, Wealth Management..., Equities, Fixed Income, Hedge Funds, Securities, Retirement Planning, Financial Advisory, Strategic Financial..., Wealth, Financial Analysis, Relationship Management, Private Equity, Capital Markets, Separately Managed..., IRAs, Financial Planning

Education
Chartered Financial Analyst
Studies in accounting, economics, security valuation, portfolio management, and professional ethics

Baylor University   1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance and Economics

Catholic High School   1981 — 1985

Carter Anthony Carter Anthony Birmingham, Alabama Area Details
Carter Anthony's Morgan Asset Management Experience October 2000 - December 2006
Job Principal, Anthony Investment Management
Industry Financial Services
Experience
Anthony Investment Management   January 2007 - Present
Morgan Asset Management   October 2000 - December 2006
National Bank of Commerce  July 1987 - October 2000
Torchmark Corporation  1984 - 1987
Globe Life and Accident Insurance Company  March 1981 - September 1984
Liberty National Life Insurance Company  August 1972 - March 1981

Skills
Portfolio Management, Wealth Management, Asset Allocation, Investments, Equities, Analysis, Securities, Financial Risk, Risk Management, Financial Services, Fixed Income, Finance, Mutual Funds, Retirement Planning, Asset Management, Strategic Financial..., Investment Advisory, Investment Strategies, Loans, Mortgage Lending, Bonds, Due Diligence, Series 7, Private Equity, Financial Modeling, Investment Management, Financial Advisory, Financial Analysis, Hedge Funds, Banking, Estate Planning, Credit, Mergers & Acquisitions, Valuation, Wealth, Corporate Finance, Financial Planning

Education
The University of Alabama in Birmingham   1975 — 1977
MBA, MS, Business, Counseling

Northwestern University   1973 — 1975
Graduate, Mortgage Banking

The University of West Florida   1970 — 1972
BA, Accounting

The University of Alabama   1963 — 1967
BS, Economics

Trenton L. Kelly Trenton L. Kelly Austin, Texas Area Details
Trenton L. Kelly's Morgan Asset Management Experience 2005 - 2007
Job Partner at Terry & Kelly, PLLC
Industry Law Practice
Experience
Terry & Kelly, PLLC   March 2012 - Present
Ross Law Group  October 2009 - March 2012
Hightower and Partners   July 2008 - October 2009
Gary, Williams, Finney, Lewis, Watson & Sperando   March 2007 - July 2008
Morgan Asset Management   2005 - 2007

Skills
Litigation, Civil Litigation, Personal Injury, Corporate Law, Insurance Law, Business Litigation, Commercial Litigation, Legal Research, Product Liability, Legal Writing, Wrongful Death, Medical Malpractice, Courts, Hearings, Trial Practice, Westlaw, Mediation, Wills, Torts, Appeals, Personal Injury..., Trials

Education
ASMS   1996 — 1998
High School Diploma, Life Sciences Focus

Hendrix College
Bachelor of Arts, English and Philosophy

University of Arkansas School of Law, Fayetteville
Juris Doctorate, LAW

Anne-Elizabeth Mahlum Anne-Elizabeth Mahlum Greater Atlanta Area Details
Anne-Elizabeth Mahlum's Morgan Asset Management Experience January 2008 - May 2008
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  December 2009 - Present
Banc of America Securities  June 2008 - August 2008
Morgan Asset Management   January 2008 - May 2008
Morgan Keegan  January 2007 - May 2007

Education
University of Alabama, Manderson Graduate School of Business   2007 — 2009
MS, Financial Risk Strategy

University of Alabama   2004 — 2008
BS, Finance

Doug Barber, CFA Doug Barber, CFA Texarkana, Texas Area Details
Doug Barber, CFA's Morgan Asset Management Experience July 1998 - July 2003
Job Senior Vice Pres. & Chief Investment Officer at Century Bank, Texarkana, Tx
Industry Banking
Experience
Century Bank, Texarkana, Tx   July 2003 - Present
Morgan Asset Management   July 1998 - July 2003
Regions Asset Management   1998 - 2003
First Commercial   July 1994 - July 1998

Education
University of Arkansas   1971 — 1976
MBA, Finance and Banking

Chris Jones, CFA Chris Jones, CFA Greater Memphis Area Details
Chris Jones, CFA's Morgan Asset Management Experience 2006 - 2008
Job Vice President at Delta Asset Management
Industry Investment Management
Experience
Delta Asset Management   June 2008 - Present
Morgan Asset Management   2006 - 2008
Morgan Keegan & Co.   2003 - 2006
First Tennessee Bank  2002 - 2004

Skills
Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Credit Analysis, Valuation, Equities, Fixed Income, Equity Research, Asset Allocation, High Yield

Education
Mississippi State University - College of Business and Industry   1998 — 2001
BBA, Finance

Matt Wahl, CFA, CFP(R), CPA Matt Wahl, CFA, CFP(R), CPA Little Rock, Arkansas Area Details
Matt Wahl, CFA, CFP(R), CPA's Morgan Asset Management Experience 2004 - 2008
Job Portfolio Manager at BKD Wealth Advisors
Industry Investment Management
Experience
BKD Wealth Advisors  June 2008 - Present
Morgan Asset Management   2004 - 2008
Stephens Inc  2000 - 2004

Skills
Investments, Portfolio Management, Investment Management, Financial Analysis, Asset Allocation, Chartered Financial..., Wealth Management

Education
University of Arkansas at Little Rock   1998 — 2000
Master of Business Administration (MBA), Accounting and Finance

Hendrix College   1994 — 1998
Economics

Howard McElfresh Howard McElfresh Orlando, Florida Area Details
Howard McElfresh's Morgan Asset Management Experience Portfolio ManagerBank One1999 - 2002
Job Portfolio Manager at Morgan Asset Management
Industry Investment Management
Experience
Morgan Asset Management   Portfolio ManagerBank One1999 - 2002
Fidelity Investments  1989 - 1998

Education
The University of Akron   1983 — 1986

John B. Russell, CFA John B. Russell, CFA Greater Memphis Area Details
John B. Russell, CFA's Morgan Asset Management Experience August 2002 - December 2009
Job Senior Portfolio Manager, Silverleafe Capital Partners
Industry Investment Management
Experience
Silverleafe Capital Partners, LLC   January 2010 - Present
Morgan Asset Management   August 2002 - December 2009
Pinnacle Trust  2000 - 2001

Skills
Portfolio Management, Equities, Asset Allocation, Investments, Investment Strategies, Equity Research, Mutual Funds, Asset Management, Valuation, Equity Trading, Fixed Income, Fixed Income Analysis, Technical Analysis, Securities, Wealth Management, Alternative Investments, Asset Managment, Trading, Macroeconomics, Derivatives, Capital Markets, Investment Advisory, Hedge Funds, Bloomberg Terminal, Financial Markets, Series 7, Bonds, Financial Risk, Fixed Income Portfolio..., Bloomberg, Investment Management, Economic Research

Education
Millsaps College   2000 — 2001
MBA, Finance

Millsaps College   1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, Spanish

Derek Peterson, CFA Derek Peterson, CFA Birmingham, Alabama Area Details
Derek Peterson, CFA's Morgan Asset Management Experience February 2005 - February 2006
Job Investment Analyst at Highland Associates; Birmingham, AL
Industry Investment Management
Experience
Highland Associates; Birmingham, AL   October 2012 - Present
Regions Investment Management   February 2006 - October 2012
Morgan Asset Management   February 2005 - February 2006

Skills
CFA Charterholder, Equity Research, Investment Research, Tactical Asset..., Chartered Financial..., Portfolio Management, Investment Management, Investments, Equities, Asset Allocation

Education
The University of Georgia   1995 — 1998
Bachelors Degree In Business Administration, Finance