Calvin Plimpton Morphy
Private Equity Analyst at Forum Partners Investment Management LLC
Profile
Mr. Calvin P.
Morphy is an Associate at Forum Securities Ltd.
and an Analyst at Forum Partners Investment Management LLC.
Mr. Morphy is an Analyst at Forum Securities.
Prior to joining Forum Securities in September 2010, Mr. Morphy was employed as an Analyst by Source Capital Group, Inc. and Staff Accountant by Baker Tilly Beers & Cutler PLLC.
Mr. Morphy received his BSBA in Finance and Accounting from the University of Richmond-Robins School of Business.
Calvin Plimpton Morphy active positions
Companies | Position | Start |
---|---|---|
Forum Partners Investment Management LLC
Forum Partners Investment Management LLC Investment ManagersFinance Forum Partners Investment Management LLC is a Private Equity firm, a subsidiary of Forum Holdings Ltd. founded in 2002 by Caroline S. McBride. Forum Partners Investment Management LLC is headquartered in Old Greenwich. | Private Equity Analyst | - |
Former positions of Calvin Plimpton Morphy
Companies | Position | End |
---|---|---|
Baker Tilly Beers & Cutler LLC
Baker Tilly Beers & Cutler LLC Miscellaneous Commercial ServicesCommercial Services Baker Tilly Beers & Cutler LLC provides accounting and consulting services. It offers accounting and assurance, business advisory, business process and international, state, and local tax consulting, cost segregation, estate planning, internal audit, mergers and acquisitions, royalty and franchise services, and strategic, wealth, and succession planning. The company was founded by John Cutler and Jim Beers in 1976 and is headquartered in Vienna, VA. | Corporate Officer/Principal | - |
La Francaise Forum Securities Ltd.
La Francaise Forum Securities Ltd. Investment ManagersFinance La Française Forum Securities Ltd. is an investment advisory firm headquartered in Stamford, Connecticut. The firm was founded in 2009 and is a subsidiary of La Française Asset Management SAS, ultimately owned by Grupo Crédit Mutuel in France. La Française Forum Securities provides investment solutions to various type of investors. | Analyst-Equity | - |
Source Capital Group, Inc.
Source Capital Group, Inc. Investment Banks/BrokersFinance Founded in 1992, Source Capital Group, Inc. is an investment bank and broker/dealer located in Westport, Connecticut with additional offices in New York City, Scottsdale, Arizona, Pasadena, California, West Hartford, Connecticut, Lighthouse Point, Florida, Aiea, Hawaii, Bowling Green, Kentucky and Marlborough, Massachusetts. The firm's investment banking activities focus on small- to medium-sized transactions. They also offer services related to general securities, emerging market securities, distressed and high yield debt securities, investment management, mortgages and business lending. Through their trading desk, Source Capital provides access to a wide variety of investment products including: common stocks, preferred stocks, convertible stocks and bonds, options, municipal bonds, corporate bonds, U.S. Treasuries and agencies, high yield bonds, money market funds, load and no-load mutual funds, closed-end funds, unit investment trusts, CDs, annuities, foreign stocks (ADRs and GDRs), ETFs and others. Source Capital Group is a member of the NASD and the SIPC. | Corporate Officer/Principal | - |
Training of Calvin Plimpton Morphy
Robins E. Claiborne School of Business | 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 |
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Forum Partners Investment Management LLC
Forum Partners Investment Management LLC Investment ManagersFinance Forum Partners Investment Management LLC is a Private Equity firm, a subsidiary of Forum Holdings Ltd. founded in 2002 by Caroline S. McBride. Forum Partners Investment Management LLC is headquartered in Old Greenwich. | Finance |
Source Capital Group, Inc.
Source Capital Group, Inc. Investment Banks/BrokersFinance Founded in 1992, Source Capital Group, Inc. is an investment bank and broker/dealer located in Westport, Connecticut with additional offices in New York City, Scottsdale, Arizona, Pasadena, California, West Hartford, Connecticut, Lighthouse Point, Florida, Aiea, Hawaii, Bowling Green, Kentucky and Marlborough, Massachusetts. The firm's investment banking activities focus on small- to medium-sized transactions. They also offer services related to general securities, emerging market securities, distressed and high yield debt securities, investment management, mortgages and business lending. Through their trading desk, Source Capital provides access to a wide variety of investment products including: common stocks, preferred stocks, convertible stocks and bonds, options, municipal bonds, corporate bonds, U.S. Treasuries and agencies, high yield bonds, money market funds, load and no-load mutual funds, closed-end funds, unit investment trusts, CDs, annuities, foreign stocks (ADRs and GDRs), ETFs and others. Source Capital Group is a member of the NASD and the SIPC. | Finance |
Baker Tilly Beers & Cutler LLC
Baker Tilly Beers & Cutler LLC Miscellaneous Commercial ServicesCommercial Services Baker Tilly Beers & Cutler LLC provides accounting and consulting services. It offers accounting and assurance, business advisory, business process and international, state, and local tax consulting, cost segregation, estate planning, internal audit, mergers and acquisitions, royalty and franchise services, and strategic, wealth, and succession planning. The company was founded by John Cutler and Jim Beers in 1976 and is headquartered in Vienna, VA. | Commercial Services |
La Francaise Forum Securities Ltd.
La Francaise Forum Securities Ltd. Investment ManagersFinance La Française Forum Securities Ltd. is an investment advisory firm headquartered in Stamford, Connecticut. The firm was founded in 2009 and is a subsidiary of La Française Asset Management SAS, ultimately owned by Grupo Crédit Mutuel in France. La Française Forum Securities provides investment solutions to various type of investors. | Finance |
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