Spencer Herbert William Morgan
Chief Investment Officer at Cantor Fitzgerald Investment Advisors LP
Spencer Herbert William Morgan active positions
Companies | Position | Start | End |
---|---|---|---|
Cantor Fitzgerald Investment Advisors LP
Cantor Fitzgerald Investment Advisors LP Investment ManagersFinance Cantor Fitzgerald Investment Advisors LP (CFIA) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors Holdings LLC, itself a subsidiary of Cantor Fitzgerald LP. CFIA provides investment management and advisory services to individuals, retirement plans, charitable foundations, private funds, mutual funds, and corporations. | Chief Investment Officer | 2017-01-31 | - |
Portfolio Manager-Equities | 2017-01-31 | - | |
Head of Private Banking | 2017-01-31 | - |
Career history of Spencer Herbert William Morgan
Former positions of Spencer Herbert William Morgan
Companies | Position | Start | End |
---|---|---|---|
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Corporate Officer/Principal | 1996-12-30 | 1996-12-30 |
Voya Funds Trust | Corporate Officer/Principal | - | - |
Efficient Market Advisors LLC
Efficient Market Advisors LLC Investment ManagersFinance Founded in 2004, Efficient Market Advisors LLC is a registered investment advisor located in La Jolla, California. | Chief Executive Officer | 2003-12-31 | - |
Chief Investment Officer | 2003-12-31 | - | |
Compliance Officer | 2003-12-31 | - | |
Founder | 2003-12-31 | - | |
Portfolio Manager-Equities | 2003-12-31 | - | |
Head of Private Banking | 2003-12-31 | - |
Training of Spencer Herbert William Morgan
University of California, Santa Cruz | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Head of Private Banking | 2 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Efficient Market Advisors LLC
Efficient Market Advisors LLC Investment ManagersFinance Founded in 2004, Efficient Market Advisors LLC is a registered investment advisor located in La Jolla, California. | Finance |
Voya Funds Trust | Miscellaneous |
J.&W. Seligman & Co., Inc.
J.&W. Seligman & Co., Inc. Investment ManagersFinance Founded in 1864, J. & W. Seligman & Co., Inc. manages the Seligman family of mutual funds, the Tri-Continental fund and offshore funds, as well as separate institutional and individual portfolios. Based in New York City, the firm offers separate growth, value, and theme-oriented investment approaches for its US portfolios. | Finance |
Cantor Fitzgerald Investment Advisors LP
Cantor Fitzgerald Investment Advisors LP Investment ManagersFinance Cantor Fitzgerald Investment Advisors LP (CFIA) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Cantor Fitzgerald Investment Advisors Holdings LLC, itself a subsidiary of Cantor Fitzgerald LP. CFIA provides investment management and advisory services to individuals, retirement plans, charitable foundations, private funds, mutual funds, and corporations. | Finance |