Jeff Morris, Cfa
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Jeff Morris, Cfa Email & Phone Number

Sr Managing Director - Active Equities at British Columbia Investment Management Corp. at BCI
Location: Victoria, British Columbia, Canada 8 work roles 3 schools
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Current company
BCI
Role
Sr Managing Director - Active Equities at British Columbia Investment Management Corp.
Location
Victoria, British Columbia, Canada
Company size

Who is Jeff Morris, Cfa? Overview

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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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BCI

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Profile bio

About Jeff Morris, Cfa

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."

Current workplace

Jeff Morris, Cfa's current company

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BCI
Bci
Sr Managing Director - Active Equities at British Columbia Investment Management Corp.
victoria, british columbia, canada
Website
Employees
2035
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8 roles · 35 years

Jeff Morris, Cfa work experience

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Sr Managing Director - Active Equities

Current
Bci

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.

Apr 2022 - Present

Principal

Jeti5M Consulting

Cohasset, MA

Builds and expands technology, compliance, human resources, and financing availability for client companies.

2020 - Apr 2022

Senior Vice President (Svp). Head Of North American Equities.

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.

Jan 2010 - Dec 2019

Vice President (Vp). Portfolio Manager. Analyst.

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.

Jun 2004 - Dec 2009

Vice President (Vp). Portfolio Manager. Analyst.

Denver, CO

  • Managed an array of equity funds including core equity and financial services, utilities, telecommunications, and environmental services sector funds. Achieved expertise in diverse verticals including aerospace.
  • Outperformed peer group average in 86% of fund management assignments
1995 - 2003 ~8 yrs

Assistant—Investment Research

1992 - 1994 ~2 yrs
Team & coworkers

Colleagues at BCI

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3 education records

Jeff Morris, Cfa education

FAQ

Frequently asked questions about Jeff Morris, Cfa

Quick answers generated from the profile data available on this page.

What company does Jeff Morris, Cfa work for?

Jeff Morris, Cfa works for BCI.

What is Jeff Morris, Cfa's role at BCI?

Jeff Morris, Cfa is listed as Sr Managing Director - Active Equities at British Columbia Investment Management Corp. at BCI.

Where is Jeff Morris, Cfa based?

Jeff Morris, Cfa is based in Victoria, British Columbia, Canada while working with BCI.

What companies has Jeff Morris, Cfa worked for?

Jeff Morris, Cfa has worked for Bci, Jeti5M Consulting, Aberdeen Standard Investments, and Invesco Us.

Who are Jeff Morris, Cfa's colleagues at BCI?

Jeff Morris, Cfa's colleagues at BCI include Emma Clarke, Gregory Munk, Paul Hodson, Tony Undefined, and John Lockwood.

How can I contact Jeff Morris, Cfa?

You can use AeroLeads to view verified contact signals for Jeff Morris, Cfa at BCI, including work email, phone, and LinkedIn data when available.

What schools did Jeff Morris, Cfa attend?

Jeff Morris, Cfa holds Master Of Science (Ms), Finance, General from University Of Colorado Denver.

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