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Dave Morton
Founder at AdvisorGuide LLC
Dave Morton active positions
Companies | Position | Start | End |
---|---|---|---|
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | 2011-04-19 | - |
Global View Capital Management LLC
![]() Global View Capital Management LLC Investment ManagersFinance Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses. | Analyst-Equity | 2010-12-31 | - |
Director of Research - Equity | 2010-12-31 | - | |
Portfolio Manager-Equities | 2010-12-31 | - | |
AdvisorGuide LLC
![]() AdvisorGuide LLC Investment ManagersFinance AdvisorGuide LLC provides investment research. The private company is based in Virginia Beach, VA. The company was founded in 1999 by David Hudson Morton. | Founder | 1999-08-31 | - |
Career history of Dave Morton
Former positions of Dave Morton
Companies | Position | Start | End |
---|---|---|---|
Fortunatus Investments LLC
![]() Fortunatus Investments LLC Investment ManagersFinance Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors. | Investment Committee Member | - | 2015-11-30 |
Portfolio Manager-Equities | - | 2015-11-30 | |
Foxhall Capital Management, Inc.
![]() Foxhall Capital Management, Inc. Investment ManagersFinance Foxhall Capital Management, Inc. (FCM) is a SEC-registered investment advisor headquartered in Middleburg, Virginia. The firm was founded in 1986 and formerly known as Nye, Parnell & Emerson Capital Management, Inc. They are owned by Eton Court Asset Management Ltd. FCM manages investments for individuals, mutual funds and private institutions throughout the US. | Analyst-Equity | 2010-10-03 | 2011-11-29 |
Chief Investment Officer | 2011-01-05 | 2011-11-29 | |
Head-Equity Investments | 2010-10-03 | 2011-11-29 | |
Portfolio Manager-Equities | 2004-12-31 | 2011-11-29 | |
Portfolio Manager-Fixed Income | 2010-10-04 | 2011-11-29 | |
President | 2004-12-31 | 2011-01-05 |
Training of Dave Morton
University of Florida | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Chief Investment Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Foxhall Capital Management, Inc.
![]() Foxhall Capital Management, Inc. Investment ManagersFinance Foxhall Capital Management, Inc. (FCM) is a SEC-registered investment advisor headquartered in Middleburg, Virginia. The firm was founded in 1986 and formerly known as Nye, Parnell & Emerson Capital Management, Inc. They are owned by Eton Court Asset Management Ltd. FCM manages investments for individuals, mutual funds and private institutions throughout the US. | Finance |
Financial Planning Association
![]() Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
Global View Capital Management LLC
![]() Global View Capital Management LLC Investment ManagersFinance Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses. | Finance |
AdvisorGuide LLC
![]() AdvisorGuide LLC Investment ManagersFinance AdvisorGuide LLC provides investment research. The private company is based in Virginia Beach, VA. The company was founded in 1999 by David Hudson Morton. | Finance |
Fortunatus Investments LLC
![]() Fortunatus Investments LLC Investment ManagersFinance Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors. | Finance |
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