David R. Morse, Cfa Email and Phone Number

Portfolio manager responsible for dedicated investment grade credit portfolios and head of the credit research process.

Portfolio manager responsible for dedicated investment grade credit portfolios and head of the credit research process.

Portfolio manager responsible for managing dedicated investment grade credit portfolios. In addition, served as a credit analyst covering the building materials and environmental sectors.

Senior trader responsible for trading Investment Grade Credit and Structured Products, including ABS, CMBS and RMBS securities, as well as interest rate derivative products (futures, options and swaps).

Member of a three person US Core/Core+ portfolio management team with $8.5B in assets under direct management.

Managed account duration and yield curve exposures according to specified targets and ensured that all trades were executed with appropriate duration hedges, as required. Determined order sizes and worked with trading desk to execute trades. Allocated new issue deals across accounts, making certain that all accounts were treated fairly and position sizes reflected proper account strategy.

Private Banking and Investment Group - Member of a team of six professionals that advised approximately 70 families, each with investment assets ranging from $10 - $150 million.

Tax and Legal Consulting Services - Consultant with Vision tax team. Responsibilities included research, development, and implementation of business strategies to optimize global tax structures. Researched and documented international, federal, and state tax issues related to the reorganization of varied corporate legal structures.