Verified recordFinancial Services

James E. Morris

Vice President, Relationship Manager - Portfolio Management at Glenmede

Based in Hockessin, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Hockessin

Industry

Financial Services

Company size

558

Contact information

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Email

1 credit

j•••••••@glenmede.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About James E. Morris

Jim Morris is a Portfolio Manager in Glenmede's Philadelphia office. He is the primary contact on complex relationships and provides investment advice and portfolio management for the Company's high-net-worth individual clients. Prior to joining Glenmede, Mr. Morris served as a director of Institutional Equity Sales for Deutsche Bank. In this role he was responsible for marketing equity research, investment strategy and equity capital market products across the Mid-Atlantic region. Mr. Morris has over 20 years industry experience and previously held positions with Dean Witter Reynolds, PNC and Natwest Markets. While at Dean Witter Reynolds and PNC, he was responsible for equity analysis of companies within the industrial, transportation and technology sectors.

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