Profil
Mr. Morgan O'Donovan, CFA, is a Senior Research Associate at Stephens, Inc. He is a research associate covering the specialty finance sector.
Prior to joining Stephens in 2016, Mr. Morgan was an equity research associate covering specialty finance at Macquarie.
He graduated with a B.S.B.A in finance from the University of Central Florida.
He is also a CFA charterholder.
Aktive Positionen von Morgan O'Donovan
Unternehmen | Position | Beginn |
---|---|---|
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Analyst-Equity | 01.08.2015 |
Ehemalige bekannte Positionen von Morgan O'Donovan
Unternehmen | Position | Ende |
---|---|---|
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Analyst-Equity | 01.10.2016 |
Independent Portfolio Consultants, Inc.
Independent Portfolio Consultants, Inc. Investment ManagersFinance Blue Shores Capital was established 2007 as a proprietary investment management division of Independent Portfolio Consultants, Inc. (IPC), an SEC-registered investment advisor. IPC specializes in providing investment advisory, consulting and investment management services through managed accounts (wrap-fee) programs to wealth management companies and their clients. Blue Shores Capital provides discretionary investment advisory services to individual and institutional investors as well as to investors through wrap-fee programs. | Corporate Officer/Principal | 01.07.2015 |
INTL Consilium LLC
INTL Consilium LLC Investment ManagersFinance Founded in 2004 by Jonathan Binder and Charles Cassel, INTL Consilium LLC is a hedge fund manager located in Fort Lauderdale, Florida. The firm is a subsidiary of Consilium Investment Management LLC and their ultimate parent is Consilium Investment Capital, Inc. Their clients include banks, brokerage firms, sophisticated institutional investors and accredited individual investors. Consilium Investment Management's product offerings are available to both US and offshore investors. | Corporate Officer/Principal | 01.10.2008 |
United Capital Asset Management LLC
United Capital Asset Management LLC Investment ManagersFinance Founded in April 2005 by John Devaney, United Capital Asset Management LLC is a hedge fund manager located in Key Biscayne, Florida. They manage the Horizon ABS Fund Ltd., the Horizon ABS Master Fund Ltd., the Horizon High Yield ABS Fund LP, the Horizon Yield ABS Fund Ltd. and the Horizon High Yield ABS Master Fund Ltd. The firm's clients include high net-worth individuals, family offices and institutional investors. | Corporate Officer/Principal | 01.10.2007 |
Ausbildung von Morgan O'Donovan
Florida Atlantic University | Graduate Degree |
University of Central Florida | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 5 |
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Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Finance |
Independent Portfolio Consultants, Inc.
Independent Portfolio Consultants, Inc. Investment ManagersFinance Blue Shores Capital was established 2007 as a proprietary investment management division of Independent Portfolio Consultants, Inc. (IPC), an SEC-registered investment advisor. IPC specializes in providing investment advisory, consulting and investment management services through managed accounts (wrap-fee) programs to wealth management companies and their clients. Blue Shores Capital provides discretionary investment advisory services to individual and institutional investors as well as to investors through wrap-fee programs. | Finance |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Finance |
INTL Consilium LLC
INTL Consilium LLC Investment ManagersFinance Founded in 2004 by Jonathan Binder and Charles Cassel, INTL Consilium LLC is a hedge fund manager located in Fort Lauderdale, Florida. The firm is a subsidiary of Consilium Investment Management LLC and their ultimate parent is Consilium Investment Capital, Inc. Their clients include banks, brokerage firms, sophisticated institutional investors and accredited individual investors. Consilium Investment Management's product offerings are available to both US and offshore investors. | Finance |
United Capital Asset Management LLC
United Capital Asset Management LLC Investment ManagersFinance Founded in April 2005 by John Devaney, United Capital Asset Management LLC is a hedge fund manager located in Key Biscayne, Florida. They manage the Horizon ABS Fund Ltd., the Horizon ABS Master Fund Ltd., the Horizon High Yield ABS Fund LP, the Horizon Yield ABS Fund Ltd. and the Horizon High Yield ABS Master Fund Ltd. The firm's clients include high net-worth individuals, family offices and institutional investors. | Finance |