Dan Morris is a Portfolio Manager at Consolidated Investment Group since 2014. Prior to that, Dan worked as a Vice President at Keating Investments, LLC from 2011 to 2013, and as a Director at Oppenheimer & Co. from 2008 to 2011. Dan also served as a Director at CIBC World Markets from 2004 to 2008 and as a Senior Research Analyst at Analysis Group from 1998 to 2002. Dan holds an MBA from the University of California, Berkeley, Haas School of Business and a AB in Political Economy from Princeton University.
2014 - present
Svp/senior Portfolio Manager at Sandy Spring Bank
Principal, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.
Lead Portfolio Manager at Norges Bank Investment Management
Portfolio Manager at New England Asset Management, Inc. (NEAM, Inc.)
Corporate Portfolio Manager at doxy.me