Sr Managing Director - Active Equities
CurrentResponsible for managing BCI Public Markets' internally managed active equity portfolios. Leading a dedicated team of ~30 people with responsibility for ~$20 billion CAD in assets under management.
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Jeff Morris, Cfa is listed as Sr Managing Director - Active Equities at British Columbia Investment Management Corp. at BCI, a company with 2035 employees, based in Victoria, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Jeff Morris, Cfa.
Jeff Morris, Cfa previously worked as Sr Managing Director - Active Equities at Bci and Principal at Jeti5M Consulting. Jeff Morris, Cfa holds Master Of Science (Ms), Finance, General from University Of Colorado Denver.
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Jeff Morris, Cfa is a Sr Managing Director - Active Equities at British Columbia Investment Management Corp. at BCI. Colleagues describe him as "I have the distinct pleasure of knowing Jeff now since 2004 after he joined our team at Standard Life Investments. Jeff’s career at SLI/ASI was much like Jeff’s personality, thoughtful, methodical and strategic. Jeff demonstrated his capability taking on more and more challenges and proving himself with every outcome. I have never met a more diligent leader of people, teams and processes who operates with as much integrity and character as Jeff. I would recommend Jeff without exception for analysis, investments and leadership roles. " and "I am the Research Lead for Aberdeen Standard Investment’s North American Equities team, and worked with Jeff on the North American Equity team from 2014 to 2019. Throughout his time as head of the North American Equities team, Jeff continued to carry out fundamental equity analysis to generate investment ideas for funds managed both by him and other members of the team. This involved: - Thorough understanding of business models of companies, their strategy, and financials, on a bottom-up basis. - Analysis of changes in company and industry dynamics to generate investment insights, by building a forward looking view of companies' prospects. - Use of financial modeling and valuation techniques to quantify these insights and the resulting impacts on companies’ financials and their share price. As well as being consistently thorough and diligent, Jeff’s particular strength is his ability to quickly absorb changes in outlook and incorporate new and updated information into both his strategic framework and numerical modeling."
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Cohasset, Massachusetts, United States
Responsible for managing BCI Public Markets' internally managed active equity portfolios. Leading a dedicated team of ~30 people with responsibility for ~$20 billion CAD in assets under management.
Cohasset, MA
Builds and expands technology, compliance, human resources, and financing availability for client companies.
Boston, MA
Managed 19 investment professionals with $13.5B+ in assets across seven different US equity strategies. Spearheaded critical investment, financial analysis, process improvement, governance, and compliance projects. Championed the company’s Diversity and Inclusion Unity Network.Executed the integration of US equity operations for Standard Life Investments.
Oversaw portfolio strategy and positioning for American Equity Unconstrained and core equity funds. Provided in-depth research coverage and stock-level recommendations in US aerospace, defense, and financial services and across all related US and global equity funds.
Denver, CO
Other employees you can reach at bci.ca. View company contacts for 2035 employees →
Emma Clarke
Colleague at Bci
Victoria, British Columbia, Canada, Canada
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GM
Gregory Munk
Colleague at Bci
Dedham, Massachusetts, United States, United States
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Paul Hodson
Colleague at Bci
Victoria, British Columbia, Canada, Canada
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Tony Undefined
Colleague at Bci
Ashburton, Canterbury, New Zealand, New Zealand
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John Lockwood
Colleague at Bci
Victoria, British Columbia, Canada, Canada
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Owen Martin
Colleague at Bci
Victoria, British Columbia, Canada, Canada
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Jon R. R. Perry, Ca, Cfa, Icd.D
Colleague at Bci
Victoria, British Columbia, Canada, Canada
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Ben Meek
Colleague at Bci
Canada, Canada
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FM
Francisco Murrieta
Colleague at Bci
Lake Forest, Illinois, United States, United States
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AM
Aanchal Malik
Colleague at Bci
Toronto, Ontario, Canada, Canada
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Quick answers generated from the profile data available on this page.
Jeff Morris, Cfa works for BCI.
Jeff Morris, Cfa is listed as Sr Managing Director - Active Equities at British Columbia Investment Management Corp. at BCI.
Jeff Morris, Cfa is based in Victoria, British Columbia, Canada while working with BCI.
Jeff Morris, Cfa has worked for Bci, Jeti5M Consulting, Aberdeen Standard Investments, and Invesco Us.
Jeff Morris, Cfa's colleagues at BCI include Emma Clarke, Gregory Munk, Paul Hodson, Tony Undefined, and John Lockwood.
You can use AeroLeads to view verified contact signals for Jeff Morris, Cfa at BCI, including work email, phone, and LinkedIn data when available.
Jeff Morris, Cfa holds Master Of Science (Ms), Finance, General from University Of Colorado Denver.
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