John Morrison, Cfa Email and Phone Number
John Morrison, Cfa work email
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John Morrison, Cfa personal email
Extensive experience managing assets using a scientific, process driven approach to investing often referred to as factor investing. Knowledgeable about academic research into asset pricing, investing, and general investment management.Practical experience designing and running scalable processes to capture every basis point in a portfolio through electing on corporate actions, trading FX efficiently, rebalancing efficiently, managing for tax impacts, and systematically managing tradeoffs in the investment process.Direct client and prospect interaction including introductory meetings, formal pitches, review meetings, conferences, and group presentations for wide ranges of audiences from sophisticated institutional investors to retail investors.
Geometric Wealth Advisors
View- Website:
- geometricadvisors.com
- Employees:
- 29
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Chief Investment OfficerGeometric Wealth AdvisorsAustin, Tx, Us
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Head Of Portfolio ManagementSecfi Aug 2022 - PresentSan Francisco, California, Us -
Head Of Portfolio ManagementSecfi Aug 2022 - PresentSan Francisco, California, Us
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Senior Investment Strategist And Vice PresidentDimensional Fund Advisors Nov 2021 - Aug 2022Austin, Tx, Us -
Investment Strategist And Vice PresidentDimensional Fund Advisors Feb 2020 - Aug 2022Austin, Tx, Us
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Portfolio Manager And Vice PresidentDimensional Fund Advisors Sep 2015 - Feb 2020Austin, Tx, UsManaged small and mid cap equity portfolios.
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Portfolio ManagerDimensional Fund Advisors Sep 2015 - Feb 2020Austin, Tx, Us
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ConsultantBain & Company Aug 2014 - Aug 2015Boston, Ma, Us -
Equity Analyst InternThornburg Investment Management Jun 2013 - Aug 2013• Built equity valuation models and made stock recommendations to portfolio managers of developing world, global growth and international value funds resulting in over $50M in investments• Analyzed industry and company competitive dynamics to inform stock recommendations across various industries in my role as a global generalist• Researched economic and company prospects by interviewing management teams and speaking with company competitors, customers, suppliers and industry experts
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AssociateGoldman Sachs Jul 2008 - Jul 2012New York, New York, Us• Conducted in person due diligence with deep value, long-short equity, multi-strategy and macro Brazilian hedge fund clients to evaluate management, strategy, risk management and other metrics• Analyzed and initiated coverage on the Brazilian fund industry, presented analysis to senior management and developed risk management framework for the new business based on research findings• Implemented robust derivative solutions with Sales and Trading for mutual, pension and hedge fund clients with equity, interest rate, credit, foreign exchange and commodity exposure while mitigating counterparty risk• Modeled asset price shocks and stress scenarios on credit risk exposures to evaluate counterparty risk • Conducted due diligence meetings and portfolio analysis to assess investment fund credit worthiness across a portfolio of over $10 billion in potential exposure• Negotiated creative derivative documentation solutions with clients to mitigate counterparty risk while ensuring client financial objectives were met• Recruited US Senator and other community leaders to meet with internal executives and speak to the Salt Lake City office on a variety of topics relevant to Goldman Sachs• Recruited, trained and led a team as we grew from 5-65 people, enabling us to on-board over 1000 new funds by allocating workflow, assuming responsibility and providing feedback -
Teaching AssistantBrigham Young University Sep 2007 - Apr 2008Provo, Ut, UsPrepared and led class activities, taught lectures, helped students one on one and graded papers for Business Marketing
John Morrison, Cfa Skills
John Morrison, Cfa Education Details
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The University Of Chicago Booth School Of BusinessMaster Of Business Administration - Mba -
The University Of Chicago Booth School Of BusinessEconometrics And Statistics
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Brigham Young UniversityNeuroscience
Frequently Asked Questions about John Morrison, Cfa
What company does John Morrison, Cfa work for?
John Morrison, Cfa works for Geometric Wealth Advisors
What is John Morrison, Cfa's role at the current company?
John Morrison, Cfa's current role is Chief Investment Officer.
What is John Morrison, Cfa's email address?
John Morrison, Cfa's email address is jm****@****aus.com
What schools did John Morrison, Cfa attend?
John Morrison, Cfa attended The University Of Chicago Booth School Of Business, The University Of Chicago Booth School Of Business, Brigham Young University.
What are some of John Morrison, Cfa's interests?
John Morrison, Cfa has interest in Data Analysis, Economic Empowerment, Originally From The Seattle Area, Education, Science And Technology, Data Mining, Skateboarding, Health.
What skills is John Morrison, Cfa known for?
John Morrison, Cfa has skills like Hedge Funds, Financial Modeling, Equities, Due Diligence, Derivatives, Valuation, Investments, Portfolio Management, Finance, Capital Markets, Corporate Finance, Asset Management.
Who are John Morrison, Cfa's colleagues?
John Morrison, Cfa's colleagues are Isabelle Sears, Dylan Goben, Elisa Lundy, Cfp®, Adam Bederov, Tracy Johnson, Cfp®.
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