Managing Director Event Driven Strategies
Catamount Wealth Management
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John Morris Email & Phone Number
Managing Director Event Driven Strategies
at
Catamount Wealth Management
2 work emails found
@seraphimcapitalmanagement.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director Event Driven Strategies
Location
Boulder, Colorado, United States
Who is John Morris? Overview
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Quick answer
John Morris is listed as Managing Director Event Driven Strategies at Catamount Wealth Management, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at seraphimcapitalmanagement.com and a matched LinkedIn profile for John Morris.
John Morris previously worked as Founding Member at Seraphim Capital Management and Founding Member at Seraphim Capital Management. John Morris holds Business Administration, Marketing from Mercy College.
Company email context
Email format at Catamount Wealth Management
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{first_initial}{last}@seraphimcapitalmanagement.com
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Profile bio
About John Morris
As the founder and principal of Seraphim Capital Management (SCM), an SEC-registered investment advisory firm, we leverage over 100 years of collective experience in the financial industry to deliver exceptional wealth management services. Currently, we focus on helping individuals navigate the economic challenges associated with employment transitions and layoffs. Recognizing that over $1 trillion is tied up in underperforming, dormant 401(k) plans, my strategy involves consolidating these accounts to streamline your retirement savings and potentially reduce fees. I work closely with clients to adjust investments and strategy, ensuring they align with your evolving financial needs and goals.In addition to my role at SCM, I am an independent contractor with Gottesman and Company, serving as Senior Vice President and Regional Manager. Gottesman is recognized as one of the leading middle-market M&A brokers in the nation.To further enhance my expertise, I have obtained multiple FINRA certifications, all of which place me in the top 2% of registered investment advisors (RIAs). I have listed all of them in my profile.
Listed skills include Principal/Supervisory Exams Series 24 General Securities Principal, Series 8 General Securities Sales Supervisor, Series 4 Registered Options Principal, Equities, and 17 others.
Current workplace
John Morris's current company
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7 roles · 21 years
John Morris work experience
A career timeline built from the work history available for this profile.
Founding Member
Founding Member
• Responsible for founding and start-up of a registered investment advisory firm• Successfully navigated through two audits with the State of Colorado/SEC• Hired experienced team of Investment Advisor Representatives and support staff• Obtained certifications in 10 NASD/FINRA licenses
Managing Director Event Driven Strategies
Catamount Wealth Management
• Lead event-driven investing for a family wealth fund• Discover and research qualified investment ideas across capital structures• Identify attractive investment ideas in venture-backed companies and the IPO markets
2010 - Jun 2014
Managing Director Event Driven Strategies And Sales
• Work closely with research team to implement timely and relevant investment strategies• Develop equity derivative concepts to complement investments• Serve as primary internal consultant to software development team in the design, testing, and implementation of proprietary trading system• Oversee all desk and trading operations and capital commitments
2008 - 2010
~2 yrs
Senior Vice President
Churchill Capital
• Responsible for opening the US division of an international investment advisory firm, including overseeing and maintaining all regulatory compliance requirements • Lead all new business development initiatives in the US hedge fund community• Maintain and expand relationships with hedge fund clients by offering an ETF and event-driven product along with traditional advisory services
2006 - 2008
~2 yrs
Director Event Driven Strategies & Hedge Fund Sales
• Responsible for the firm’s proprietary account, utilizing various strategies, including event-driven, ETF, long/short, and distressed and back-end strategies• Responsible for managing proprietary firm trading account that invested in risk arbitrage transactions and spread trading facilitation account• Developed equity derivative concepts to hedge investments• Managed flow of business between high-yield, NASDAQ, and hedge fund desks• Hired and managed analysts in event-driven and special situations strategies• Developed sales trading desk consisting of 10 sales traders and two analysts
Mar 1996 - Nov 2006
1 education record
John Morris education
FAQ
Frequently asked questions about John Morris
Quick answers generated from the profile data available on this page.
What company does John Morris work for?
John Morris works for Catamount Wealth Management.
What is John Morris's role at Catamount Wealth Management?
John Morris is listed as Managing Director Event Driven Strategies at Catamount Wealth Management.
What is John Morris's email address?
AeroLeads has found 2 work email signals at @seraphimcapitalmanagement.com for John Morris at Catamount Wealth Management.
Where is John Morris based?
John Morris is based in Boulder, Colorado, United States while working with Catamount Wealth Management.
What companies has John Morris worked for?
John Morris has worked for Catamount Wealth Management, Seraphim Capital Management, Kellogg Partners, Churchill Capital, and Tradition Securities And Futures.
How can I contact John Morris?
You can use AeroLeads to view verified contact signals for John Morris at Catamount Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did John Morris attend?
John Morris holds Business Administration, Marketing from Mercy College.
What skills is John Morris known for?
John Morris is listed with skills including Principal/Supervisory Exams Series 24 General Securities Principal, Series 8 General Securities Sales Supervisor, Series 4 Registered Options Principal, Equities, Hedge Funds, Series 7, Investments, and Securities.
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