Michael Morin

Michael Morin Email and Phone Number

Client Portfolio Manager at ThomasPartners Investment Management @ ThomasPartners Investment Management
massachusetts, united states
Michael Morin's Location
Greater Boston, United States
Michael Morin's Contact Details
About Michael Morin

Experienced investment professional that focuses on building and managing investment portfolios to meet the long-term investment goals of affluent individual investors and institutions.

Michael Morin's Current Company Details
ThomasPartners Investment Management

Thomaspartners Investment Management

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Client Portfolio Manager at ThomasPartners Investment Management
massachusetts, united states
Website:
thomaspartnersinc.com
Employees:
12
Michael Morin Work Experience Details
  • Thomaspartners Investment Management
    Director, Client Portfolio Manager
    Thomaspartners Investment Management Aug 2018 - Present
    Boston, Massachusetts
    ThomasPartners is an income focused investment firm focused on dividend growth investing. Our firm is a registered investment advisor of Charles Schwab. I manage client portfolios in a fiduciary capacity.
    View
  • Windhaven Investment Management, Inc.
    Managing Director, Portfolio Strategist
    Windhaven Investment Management, Inc. Jan 2015 - Aug 2018
    Responsible For The Northeast Territory
    Windhaven Investment Management is an investment advisory firm serving individuals and institutions. Windhaven manages globally diversified investment portfolios that includes exposure to U.S., international, and emerging market stocks and bonds, as well as hard assets, real estate and currencies.
    View
  • Windhaven Investment Management, Inc.
    Senior Investment Professional
    Windhaven Investment Management, Inc. Mar 2012 - Jan 2015
    Boston, Ma
    Helped create and manage the inside sales and marketing desk supporting Portfolio Strategist across the country.
    View
  • Schwab Advisor Services
    Senior Marketing Manager
    Schwab Advisor Services Mar 2008 - Mar 2012
    Boston
    View
  • Columbia Management
    Senior Marketing Manager
    Columbia Management Feb 2005 - Mar 2008
    Boston
    View
  • Eaton Vance
    Internal Wholesaler
    Eaton Vance Aug 1999 - Jan 2005
    Boston
    View

Michael Morin Skills

Investments Mutual Funds Etfs Investment Management Wealth Management Series 65 Investment Strategies New Business Development Financial Services Direct Marketing Marketing Communications

Michael Morin Education Details

Frequently Asked Questions about Michael Morin

What company does Michael Morin work for?

Michael Morin works for Thomaspartners Investment Management

What is Michael Morin's role at the current company?

Michael Morin's current role is Client Portfolio Manager at ThomasPartners Investment Management.

What is Michael Morin's email address?

Michael Morin's email address is mi****@****ail.com

What is Michael Morin's direct phone number?

Michael Morin's direct phone number is +161741*****

What schools did Michael Morin attend?

Michael Morin attended University Of New Hampshire, Hobart And William Smith Colleges, St. John's Prep, Regent's University London.

What skills is Michael Morin known for?

Michael Morin has skills like Investments, Mutual Funds, Etfs, Investment Management, Wealth Management, Series 65, Investment Strategies, New Business Development, Financial Services, Direct Marketing, Marketing Communications.

Who are Michael Morin's colleagues?

Michael Morin's colleagues are Andres Azcarate, Gretchen Novak, Cfa.

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