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Scott Morrison is a President at BRAVE Family Advisors. He possess expertise in equities, private equity, investments, capital markets, fixed income and 16 more skills.
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PresidentBrave Family Advisors Feb 2016 - PresentSummit, New Jersey, UsScott is the President of BRAVE Family Advisors, a fee-only Registered Investment Advisor. He provides advice on wealth management solutions, retirement planning, and saving for higher education and manages investment accounts for individuals, institutions and non-profit organizations. Together with his partners he helps affluent clients address their five biggest concerns: growing and preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.Brave was founded in 1992 and now serves approximately 200 families, individuals, businesses, and institutions who have entrusted it with over $400 million in assets. They use a consultative process to gain a detailed understanding of their clients' deepest values and goals. They then employ customized recommendations designed to address each client's unique needs and goals beyond simply investments.Successful individuals/families/businesses/organizations work with Brave to:- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.- Make smarter decisions in today's uncertain political, economic and social environment.- Obtain an independent second opinion on any/all aspects of their financial lives. -
Managing Director-Family Office CoverageThe Spectrum Capital Group, Llc Jul 2014 - Jan 2016Spectrum Capital Group, LLC, is a middle market investment and merchant banking firm with a national practice. Spectrum provides strategic financial advisory and capital raising services to a broad client base including public and private companies, institutional investors, family offices, family-owned businesses, private equity groups and entrepreneurs. The firm was founded in 1996.
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Managing PartnerSam Capital Management Llc Sep 2002 - Dec 2014Managed proprietary and client funds in a CTA/Global Macro futures fund.
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Equity AnalystCredit Suisse-First Boston Sep 2000 - Sep 2002Provided research coverage of the North American metals industry. Member of the "Institutional Investor" All American Research Team. Provided research support in structuring, due diligence and marketing of several equity and debt financings and M&A transactions.
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Equity AnalystDonaldson, Lufkin & Jenrette 1997 - 2000Provided research coverage of the Steel, Machinery and Conglomerates/Electrical Equipment industries. Involved in over $2 billion of equity and debt financings. Ran the Equity Research Mentor Program for developing newly-promoted analysts.
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Equity AnalystMorgan Stanley Oct 1995 - Jan 1997New York, Ny, UsProvided primary research coverage of the U.S. Steel Minimill, Scrap and Service Center industries. -
Vice PresidentTiverton Trading Jun 1990 - Oct 1995Collaborated with President on strategy, execution and management of this leading CTA's futures and options positions.Managed back-office personnel and operations.
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Financial AnalystGoldman Sachs Jun 1988 - Jun 1990New York, New York, UsWorked with two senior analysts in covering North American Ferrous, Nonferrous and Precious Metals industries.
Scott Morrison Skills
Scott Morrison Education Details
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Bennington CollegeEconomics/Math -
Hudson Valley Community CollegeNa
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Mechanicville High School
Frequently Asked Questions about Scott Morrison
What company does Scott Morrison work for?
Scott Morrison works for Brave Family Advisors
What is Scott Morrison's role at the current company?
Scott Morrison's current role is President.
What is Scott Morrison's email address?
Scott Morrison's email address is sc****@****llc.com
What is Scott Morrison's direct phone number?
Scott Morrison's direct phone number is +191739*****
What schools did Scott Morrison attend?
Scott Morrison attended Bennington College, Hudson Valley Community College, Mechanicville High School.
What are some of Scott Morrison's interests?
Scott Morrison has interest in Social Services, Politics, Environment, Education, Arts And Culture.
What skills is Scott Morrison known for?
Scott Morrison has skills like Equities, Private Equity, Investments, Capital Markets, Fixed Income, Portfolio Management, Asset Management, Equity Research, Investment Banking, Alternative Investments, Valuation, Securities.
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