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John Morrison, Cfa Email & Phone Number

Chief Investment Officer at Geometric Wealth Advisors
Location: Austin, Texas, United States 11 work roles 3 schools
1 work email found @secfi.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@secfi.com
LinkedIn Profile matched
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Current company
Geometric Wealth Advisors
Role
Chief Investment Officer
Location
Austin, Texas, United States
Company size
29 employees

Who is John Morrison, Cfa? Overview

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Quick answer

John Morrison, Cfa is listed as Chief Investment Officer at Geometric Wealth Advisors, a company with 29 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at secfi.com and a matched LinkedIn profile for John Morrison, Cfa.

John Morrison, Cfa previously worked as Head of Portfolio Management at Secfi and Head of Portfolio Management at Secfi. John Morrison, Cfa holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

Company email context

Email format at Geometric Wealth Advisors

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{first}@secfi.com
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Profile bio

About John Morrison, Cfa

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.

Listed skills include Hedge Funds, Financial Modeling, Equities, Due Diligence, and 21 others.

Current workplace

John Morrison, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Geometric Wealth Advisors
Geometric Wealth Advisors
Chief Investment Officer
Austin, TX, US
Website
geometricadvisors.com
Employees
29
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Company profile
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11 roles

John Morrison, Cfa work experience

A career timeline built from the work history available for this profile.

Head Of Portfolio Management

Current
Secfi

San Francisco, California, US

Aug 2022 - Present

Head Of Portfolio Management

Current
Secfi

San Francisco, California, US

Aug 2022 - Present

Portfolio Manager And Vice President

Dimensional Fund Advisors

Austin, TX, US

Managed small and mid cap equity portfolios.

Sep 2015 - Feb 2020

Equity Analyst Intern

Thornburg Investment Management
  • 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
Jun 2013 - Aug 2013

Associate

Goldman Sachs

New 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
Jul 2008 - Jul 2012

Teaching Assistant

Brigham Young University

Provo, UT, US

Prepared and led class activities, taught lectures, helped students one on one and graded papers for Business Marketing

Sep 2007 - Apr 2008
Team & coworkers

Colleagues at Geometric Wealth Advisors

Other employees you can reach at geometricadvisors.com. View company contacts for 29 employees →

AB Adam Bederov Adam Bederov Colleague at Geometric Wealth AdvisorsDenver, Colorado, United States, United States View → IS Isabelle Sears Isabelle Sears Colleague at Geometric Wealth AdvisorsUnited States, United States View → DG Dylan Goben Dylan Goben Colleague at Geometric Wealth AdvisorsMilwaukee, Wisconsin, United States, United States View → TJ Tracy Johnson, Cfp® Tracy Johnson, Cfp® Colleague at Geometric Wealth AdvisorsGreater Minneapolis-St. Paul Area, United States View → EL Elisa Lundy, Cfp® Elisa Lundy, Cfp® Colleague at Geometric Wealth AdvisorsGrand Rapids, Michigan, United States, United States View →
3 education records

John Morrison, Cfa education

Master Of Business Administration - Mba

The University Of Chicago Booth School Of Business

Mba, Finance, Economics, Accounting, Econometrics And Statistics

The University Of Chicago Booth School Of Business

Bachelor Of Science, Neuroscience

Brigham Young University
FAQ

Frequently asked questions about John Morrison, Cfa

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

What company does John Morrison, Cfa work for?

John Morrison, Cfa works for Geometric Wealth Advisors.

What is John Morrison, Cfa's role at Geometric Wealth Advisors?

John Morrison, Cfa is listed as Chief Investment Officer at Geometric Wealth Advisors.

What is John Morrison, Cfa's email address?

AeroLeads has found 1 work email signal at @secfi.com for John Morrison, Cfa at Geometric Wealth Advisors.

Where is John Morrison, Cfa based?

John Morrison, Cfa is based in Austin, Texas, United States while working with Geometric Wealth Advisors.

What companies has John Morrison, Cfa worked for?

John Morrison, Cfa has worked for Geometric Wealth Advisors, Secfi, Dimensional Fund Advisors, Bain & Company, and Thornburg Investment Management.

Who are John Morrison, Cfa's colleagues at Geometric Wealth Advisors?

John Morrison, Cfa's colleagues at Geometric Wealth Advisors include Adam Bederov, Isabelle Sears, Dylan Goben, Tracy Johnson, Cfp®, and Elisa Lundy, Cfp®.

How can I contact John Morrison, Cfa?

You can use AeroLeads to view verified contact signals for John Morrison, Cfa at Geometric Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did John Morrison, Cfa attend?

John Morrison, Cfa holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

What skills is John Morrison, Cfa known for?

John Morrison, Cfa is listed with skills including Hedge Funds, Financial Modeling, Equities, Due Diligence, Derivatives, Valuation, Investments, and Portfolio Management.

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