Jose Gerardo Morales

Senior Vice President Portfolio Manager at Axiom Investors

Jose Gerardo Morales, CFA has extensive experience in portfolio management and emerging markets. Jose Gerardo most recently worked at Axiom Investors as a Senior Vice President/Portfolio Manager since 2017. Prior to that, they worked at Mirae Asset Global Investments (USA) LLC as a Portfolio Manager/CIO from 2007 to 2016. There, they launched and led various global funds and oversaw emerging market regional and country funds. Before Mirae Asset, they worked at Pictet Asset Management as the Head of Emerging Europe from 2006 to 2007 and at WestLB Mellon Asset Management as the Director, Head of EMEA Emerging Markets from 2002 to 2006. Jose Gerardo also worked at HSBC Asset Management from 1995 to 2001, starting as an Analyst and later becoming a Senior Portfolio Manager, where they managed institutional and retail equity investments in various regions.

Jose Gerardo Morales, CFA has a comprehensive education history in finance. Jose Gerardo obtained a Bachelor of Science degree in Finance from George Mason University, where they studied from 1985 to 1989. Later on, they pursued a Master of Business Administration (MBA) degree from Georgetown University McDonough School of Business, studying from 1993 to 1995. Additionally, they have obtained the Chartered Financial Analyst certification from an institution with the identification number 162977.

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Timeline

  • Senior Vice President Portfolio Manager

    2017 - present