Bruce Morison

Finance

Consumer Services

Profile

Before joining SFM, Mr. Morison was a Vice President and Senior Portfolio Manager for Davidson Investment Advisers (DIA) in Great Falls, Montana.
Before moving to DIA, he spent seven years at Newell Associates in California, where he was involved in managing the Vanguard Equity Income Fund.
He has an MBA from the University of Denver and a B.A.
in Economics from Lake Forest College.

Former positions of Bruce Morison

Companies	Position	End
Stack Financial Management, Inc. Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor.	Analyst-Equity	2008-06-09
Newell Associates	Portfolio Manager-Equities	-
Davidson Investment Advisors, Inc. Davidson Investment Advisors, Inc. Investment ManagersFinance Davidson Investment Advisors, Inc. (DIA) is a registered investment advisor headquartered in Great Falls, Montana. The firm was founded in 1975 and is a wholly-owned subsidiary of D.A. Davidson Cos. DIA offers investment advisory services to a variety of clients including corporations, employee benefit plans, foundations, trusts and high net worth individuals.	Portfolio Manager-Equities	-

See the detail of Bruce Morison's experience

Training of Bruce Morison

University of Denver	Masters Business Admin
Lake Forest College	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies