Jay Morgan
Keine laufenden Positionen mehr
Profil
John K.
Morgan worked as a Director of Research at Clearstead Advisors, LLC from 2002 to 2011.
Prior to that, he was a Research Analyst at Leo J.
Shapiro & Associates LLC from 1991 to 1995.
He also worked as a Senior Consultant at Courtland Partners Ltd.
from 2011 to 2016.
Mr. Morgan holds an MBA from Case Western Reserve University, which he received in 1997, and an undergraduate degree from Denison University, which he received in 1991.
Ehemalige bekannte Positionen von Jay Morgan
Unternehmen | Position | Ende |
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Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Corporate Officer/Principal | - |
Leo J. Shapiro & Associates LLC
Leo J. Shapiro & Associates LLC Miscellaneous Commercial ServicesCommercial Services SHAPIRO (Leo J. Shapiro & Associates) has over 50 years of experience at the forefront of conducting behavior and opinion research. They love the big questions, but even the little questions often have big implications. They don't just give customers' the answers, they help customers' understand how to use them to develop and grow customers' business. | Corporate Officer/Principal | - |
Courtland Partners Ltd.
Courtland Partners Ltd. Investment ManagersFinance Founded in 1995, Courtland Partners Ltd. is a registered investment advisor headquartered in Cleveland, Ohio. The firm provides provide real asset and real estate related investment services primarily to tax-exempt institutional investors, including public, corporate, and Taft-Hartley pension plans, as well as foundations, endowments, and sovereign wealth funds. | Direktor der Forschung - Eigenkapital | - |
Ausbildung von Jay Morgan
Case Western Reserve University | Masters Business Admin |
Denison University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Beziehungen
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Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Finance |
Leo J. Shapiro & Associates LLC
Leo J. Shapiro & Associates LLC Miscellaneous Commercial ServicesCommercial Services SHAPIRO (Leo J. Shapiro & Associates) has over 50 years of experience at the forefront of conducting behavior and opinion research. They love the big questions, but even the little questions often have big implications. They don't just give customers' the answers, they help customers' understand how to use them to develop and grow customers' business. | Commercial Services |
Courtland Partners Ltd.
Courtland Partners Ltd. Investment ManagersFinance Founded in 1995, Courtland Partners Ltd. is a registered investment advisor headquartered in Cleveland, Ohio. The firm provides provide real asset and real estate related investment services primarily to tax-exempt institutional investors, including public, corporate, and Taft-Hartley pension plans, as well as foundations, endowments, and sovereign wealth funds. | Finance |