Dan Morris

Portfolio Manager-Equities at Smithbridge Asset Management, Inc.

70 year

Finance

Consumer Services

Profile

Mr. Daniel A.
Morris is a Co-Chief Investment Officer at Smithbridge Asset Management, Inc. Mr. Morris was previously employed as a President & Chief Investment Officer by Morris Capital Advisors LLC, a Partner by Consistent Asset Management Co., Inc., a Principal by Charles Schwab & Co., Inc., and a Portfolio Manager by Wilmington Trust Co. He received his undergraduate degree from Saint Vincent College and a graduate degree from Drexel University.

Dan Morris active positions

Companies	Position	Start
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	2021-12-30

All active positions of Dan Morris

Former positions of Dan Morris

Companies	Position	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	2021-12-20
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	2001-08-14
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	-

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Training of Dan Morris

Drexel University	Graduate Degree
Saint Vincent College	Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

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Linked companies

Private companies	5
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
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
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

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