Profile
Mr. Andrew F.
Morey, CFA MBA, is Managing Director of Growth Equities at LMCG Investments LLC.
He joined LMCG in January 2012 as Portfolio Manager of the Small Cap Growth and Small/Mid Cap Growth strategies by virtue of LMCG’s acquisition of Crosswind Investments, LLC.
Prior to joining LMCG, Mr. Morey was a Partner with Crosswind Investments, LLC and the portfolio manager for the Crosswind Small and Small/Mid Cap strategies.
He was also the founder and lead portfolio manager of Tartan Partners, LLC.
Prior to Tartan Partners, he worked at State Street Research & Management from 1995-2005.
He spent five years as an analyst focusing on a variety of sectors, and then served as lead portfolio manager for the Concentrated Small Cap Growth strategy as well as co-portfolio manager on the Small Cap Growth strategy from 2000-2005 responsible for managing $1.8 billion in assets.
He was also a research analyst for Gabelli & Co. from 1994–1995 and worked as a research analyst for Kidder Peabody from 1991-1993.
Mr. Morey holds a B.A.
from Vanderbilt University and an M.B.A.
from Columbia Business School.
Former positions of Andrew Finch Morey
| Companies | Position | End |
|---|---|---|
LMCG Investments LLC
 LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Head-Equity Investments | - |
Crosswind Investments LLC
 Crosswind Investments LLC Investment ManagersFinance Founded in 2006 by Malcolm MacColl, Crosswind Investments LLC is a registered investment advisor located in Boston. The firm provides investment management services to high net-worth individuals, banking and thrift institutions, investment companies (including mutual funds), pension and profit sharing plans and corporations. The firm is a sub-advisor to the Aston/Crosswind Small-Cap Growth Fund. | Chief Investment Officer | 31/12/2011 |
Cowen Asset Management LLC
 Cowen Asset Management LLC Investment ManagersFinance Founded in 2006, Cowen Asset Management LLC is an investment advisor firm located in Boston. They are a subsidiary of Cowen Group, Inc. (NasdaqGS: COWN). | Chief Investment Officer | 27/04/2009 |
State Street Research & Management Co.
 State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Analyst-Equity | 30/01/2005 |
G.research LLC
 G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Analyst-Equity | - |
Training of Andrew Finch Morey
| Vanderbilt University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
Tartan Partners LLC
 Tartan Partners LLC Investment ManagersFinance Founded in 2005, Tartan Partners LLC is a hedge fund company located in Boston. | Finance |
G.research LLC
G.research LLC Investment Banks/BrokersFinance G.research (formerly known as Gabelli & Co., Inc.) is a registered institutional research and brokerage firm headquartered in Rye, New York and was founded in 1976. The firm is a subsidiary of Gabelli Securities, Inc. and their ultimate parent is GAMCO Investors, Inc. (NYSE: GBL). G.research has an emphasis on small and mid-cap ideas. Their core competencies include aerospace and defense, automotive aftermarket, food and beverage, gaming and lodging, industrials, media, specialty chemicals, telecom and utilities. They publish daily research notes and full reports utilizing their proprietary Private Market Value (PMV) with a Catalyst methodology. | Finance |
Kidder Peabody & Co., Inc. /Non Retail Unit/
 Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Finance |
Cowen Asset Management LLC
Cowen Asset Management LLC Investment ManagersFinance Founded in 2006, Cowen Asset Management LLC is an investment advisor firm located in Boston. They are a subsidiary of Cowen Group, Inc. (NasdaqGS: COWN). | Finance |
Crosswind Investments LLC
Crosswind Investments LLC Investment ManagersFinance Founded in 2006 by Malcolm MacColl, Crosswind Investments LLC is a registered investment advisor located in Boston. The firm provides investment management services to high net-worth individuals, banking and thrift institutions, investment companies (including mutual funds), pension and profit sharing plans and corporations. The firm is a sub-advisor to the Aston/Crosswind Small-Cap Growth Fund. | Finance |
LMCG Investments LLC
LMCG Investments LLC Investment ManagersFinance LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally. | Finance |
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