Jim Morris served as a Portfolio Manager in Glenmede's Philadelphia office until retiring from the company in June of 2022. He was the primary contact on complex relationships and provided investment advice and portfolio management for Glenmede's high-net-worth clients.Prior to joining Glenmede, Mr. Morris served as a Director in the Institutional Equity Sales department for Deutsche Bank. In this role he was responsible for marketing equity research, investment strategy and equity capital market products across the Mid-Atlantic region. Mr. Morris has 30 years of industry experience and previously held positions with Dean Witter Reynolds, PNC and Natwest Markets. While at Dean Witter Reynolds and PNC, he was responsible for equity analysis of companies within the industrial, transportation and technology sectors.
Listed skills include Equities, Equity Research, Investments, Portfolio Management, and 15 others.