Connie Freeman Morris
Compliance Officer at The Moorings Group LLC
Profile
Ms. Connie F.
Morris is Chief Operating & Compliance Officer at The Moorings Group LLC.
Ms. Morris’s previous positions include 13 years with the First Boston Corporation in Atlanta and New York and 10 years with Wachovia Securities in Atlanta.
Her clients included trust organizations, investment advisors, insurance companies and mutual funds.
Her institutional sales role included consulting with her clients regarding their individual securities needs, providing market analysis and offering investment products and strategies.
Prior to joining The Moorings Group, she held an institutional sales position with State Street Capital Markets and Advest Inc. She has more than 30 years of experience in the fixed income markets.
Ms. Morris attended Georgia State University.
Connie Freeman Morris active positions
| Companies | Position | Start |
|---|---|---|
The Moorings Group LLC
 The Moorings Group LLC Investment ManagersFinance The Moorings Group LLC is an independent SEC-registered wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Michele Poirier in 2003. The Moorings Group designs and manages custom portfolios for individual investors, corporations, foundations, endowments, governmental entities, and trusts. | Compliance Officer | - |
Former positions of Connie Freeman Morris
| Companies | Position | End |
|---|---|---|
| Advest, Inc. | Corporate Officer/Principal | - |
| Wachovia Securities, Inc. | Corporate Officer/Principal | - |
| First Boston Corp. | Corporate Officer/Principal | - |
Training of Connie Freeman Morris
| Georgia State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
| Advest, Inc. | Finance |
| First Boston Corp. | Finance |
| Wachovia Securities, Inc. | Finance |
The Moorings Group LLC
The Moorings Group LLC Investment ManagersFinance The Moorings Group LLC is an independent SEC-registered wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Michele Poirier in 2003. The Moorings Group designs and manages custom portfolios for individual investors, corporations, foundations, endowments, governmental entities, and trusts. | Finance |
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