Profile
Sean Morgan is currently working as a Vice President & Equity Research Associate at Evercore Group LLC.
Prior to this, he worked as a Senior Research Analyst & Portfolio Manager at Blue Shores Capital Management LLC.
He also worked briefly as a Foreign Equities Research Analyst at Fielder Capital Group LLC in 2013.
Mr. Morgan holds an MBA from The Trustees of Columbia University in The City of New York, which he received in 2012.
He completed his undergraduate degree from Amherst College in 2004.
Sean Morgan active positions
| Companies | Position | Start |
|---|---|---|
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Analyst-Equity | - |
Former positions of Sean Morgan
| Companies | Position | End |
|---|---|---|
Fielder Capital Group LLC
 Fielder Capital Group LLC Investment ManagersFinance Fielder Capital Group LLC (Fielder) is an independent SEC-registered asset management firm headquartered in Nashville, Tennessee. The firm was founded by Frank Byrd in 2009 as Fielder Management, Inc. Fielder provides asset management and investment counseling to individual investors. | Corporate Officer/Principal | 2013-04-30 |
Blue Shores Capital Management LLC
 Blue Shores Capital Management LLC Investment ManagersFinance Part of Independent Portfolio Consultants, Inc. Management, Blue Shores Capital Management LLC provides investment advice. The company is based in Boca Raton, FL. The company was founded in 2006 by Kevin Alan Bush. | Analyst-Equity | - |
Training of Sean Morgan
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Amherst College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Blue Shores Capital Management LLC
Blue Shores Capital Management LLC Investment ManagersFinance Part of Independent Portfolio Consultants, Inc. Management, Blue Shores Capital Management LLC provides investment advice. The company is based in Boca Raton, FL. The company was founded in 2006 by Kevin Alan Bush. | Finance |
Evercore Group LLC
Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Finance |
Fielder Capital Group LLC
Fielder Capital Group LLC Investment ManagersFinance Fielder Capital Group LLC (Fielder) is an independent SEC-registered asset management firm headquartered in Nashville, Tennessee. The firm was founded by Frank Byrd in 2009 as Fielder Management, Inc. Fielder provides asset management and investment counseling to individual investors. | Finance |
- Stock Market
- Insiders
- Sean Morgan
