David W. Morrison

David W. Morrison Email and Phone Number

Partner at Peloton Capital Management® @ Peloton Capital Management®
indianapolis, indiana, united states
David W. Morrison's Location
Greater Indianapolis, United States
David W. Morrison's Contact Details

David W. Morrison work email

David W. Morrison personal email

n/a
About David W. Morrison

David joined Peloton in 2019 as a Partner and Portfolio Manager. In this role, David advises private and institutional clients on custom portfolio management and wealth planning. He is also a member of the Investment Committee which is responsible for the management and oversight of all equity and balanced investment portfolios. Prior to joining the firm, David spent the majority of his career with J.P. Morgan Asset Management and PIMCO Investments. David received a B.A. in Economics from Indiana University and M.B.A. from the University of Michigan. He has over 29 years of industry experience.

David W. Morrison's Current Company Details
Peloton Capital Management®

Peloton Capital Management®

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Partner at Peloton Capital Management®
indianapolis, indiana, united states
Employees:
7
David W. Morrison Work Experience Details
  • Peloton Capital Management®
    Partner
    Peloton Capital Management® Apr 2019 - Present
    Peloton Capital Management is an independent, SEC-registered investment advisor centrally located in Indianapolis, Indiana. We are an employee-owned private wealth management firm and emerging institutional asset manager with nearly $300 million in total assets under management. Founded in 1984, our senior investment professionals have an average of 30 years industry experience, and we specialize in the management of customized high quality domestic growth equity and balanced portfolios for both private clients and institutions. We adhere to a disciplined and proven investment process to deliver superior risk-adjusted returns for our clients. The investment committee’s extensive experience and team continuity is the foundation to our collaborative investment approach. Our singular focus is on achieving each of our client’s unique investment objectives while striving to deliver excellence in portfolio management and client service.
  • Pimco
    Vice President
    Pimco Aug 2011 - Jun 2016
  • Jpmorgan Chase
    Vice President
    Jpmorgan Chase Feb 2003 - Aug 2011

David W. Morrison Education Details

Frequently Asked Questions about David W. Morrison

What company does David W. Morrison work for?

David W. Morrison works for Peloton Capital Management®

What is David W. Morrison's role at the current company?

David W. Morrison's current role is Partner at Peloton Capital Management®.

What is David W. Morrison's email address?

David W. Morrison's email address is dm****@****lth.com

What schools did David W. Morrison attend?

David W. Morrison attended Indiana University Bloomington, University Of Michigan.

Who are David W. Morrison's colleagues?

David W. Morrison's colleagues are Brenda Hill, Stephen Carr, Cfa, Michael Hoover, Matt Bradley.

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