Dan Morris
Portfolio Manager-Equities at Smithbridge Asset Management, Inc.
Dan Morris active positions
| Companies | Position | Start | End |
|---|---|---|---|
Smithbridge Asset Management, Inc.
 Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge Asset Management, Inc. (Smithbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded by Joseph Champness in 1997. Smithbridge provides wealth management and financial planning services to individuals, trusts, and smaller pension and endowment funds. | Portfolio Manager-Equities | 30/12/2021 | - |
Career history of Dan Morris
Former positions of Dan Morris
| Companies | Position | Start | End |
|---|---|---|---|
Morris Capital Advisors LLC
 Morris Capital Advisors LLC Investment ManagersFinance Morris Capital Advisors LLC (MCA) is an investment advisory firm headquartered in Malvern, Pennsylvania. The firm was founded by Daniel A. Morris in 1994 and is a subsidiary of Smithbridge Asset Management, Inc. MCA provides expert money management and distinctive service for selected individual, corporate, and institutional clients. They also serve as the advisor to a family of mutual funds. | Chief Executive Officer | 31/12/1993 | 20/12/2021 |
| Chief Investment Officer | 31/12/1993 | 20/12/2021 | |
| Compliance Officer | 31/12/1993 | 20/12/2021 | |
| Founder | 31/12/1993 | 20/12/2021 | |
| Portfolio Manager-Equities | 31/12/1993 | 20/12/2021 | |
| President | 31/12/1993 | 20/12/2021 | |
Consistent Asset Management Co., Inc.
 Consistent Asset Management Co., Inc. Investment ManagersFinance Established in 1987, Consistent Asset Management Co., Inc. (CAM) is a registered investment advisory firm located in Chadds Ford, Pennsylvania. | Portfolio Manager-Equities | 14/01/1987 | 14/08/2001 |
| Corporate Officer/Principal | 14/01/1987 | 14/08/2001 | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - | - |
Wilmington Trust Co.
 Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Corporate Officer/Principal | - | - |
Training of Dan Morris
| Saint Vincent College | Undergraduate Degree |
| Drexel University | Graduate Degree |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 3 |
| Portfolio Manager-Equities | 3 |
| Chief Executive Officer | 1 |
Sectoral
| Finance | 6 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Morris Capital Advisors LLC
Morris Capital Advisors LLC Investment ManagersFinance Morris Capital Advisors LLC (MCA) is an investment advisory firm headquartered in Malvern, Pennsylvania. The firm was founded by Daniel A. Morris in 1994 and is a subsidiary of Smithbridge Asset Management, Inc. MCA provides expert money management and distinctive service for selected individual, corporate, and institutional clients. They also serve as the advisor to a family of mutual funds. | Finance |
Consistent Asset Management Co., Inc.
Consistent Asset Management Co., Inc. Investment ManagersFinance Established in 1987, Consistent Asset Management Co., Inc. (CAM) is a registered investment advisory firm located in Chadds Ford, Pennsylvania. | Finance |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Smithbridge Asset Management, Inc.
Smithbridge Asset Management, Inc. Investment ManagersFinance Smithbridge Asset Management, Inc. (Smithbridge) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chadds Ford, Pennsylvania. The firm was founded by Joseph Champness in 1997. Smithbridge provides wealth management and financial planning services to individuals, trusts, and smaller pension and endowment funds. | Finance |
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