Profile
Mr. Douglas R.
Morton, III, is a Managing Director at United Capital Financial Advisers LLC.
His responsibilities include managing the office, business development, client relationships, equity and fixed-income analysis, portfolio management, and financial planning.
He also is a member of the office’s Investment Committee.
Mr. Morton worked at Integrated Financial Management and Bank One Corp.
He received his undergraduate degree double major in Economics and Business Administration from Hope College.
Former positions of Douglas Ross Morton
| Companies | Position | End |
|---|---|---|
| Bank One Corp. /Garrett Capital Advisors LLC/ | Corporate Officer/Principal | 28/02/2001 |
Integrated Financial Management. Inc.
 Integrated Financial Management. Inc. Investment ManagersFinance Founded in 1988 by Wheeler E. Chapman III, Integrated Financial Management, Inc. is an independent, registered investment advisor located in Northbrook, Illinois. The firm provides services to individuals, trusts, institutions and corporate retirement plans. | Analyst-Equity | - |
Training of Douglas Ross Morton
| Hope College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Integrated Financial Management. Inc.
Integrated Financial Management. Inc. Investment ManagersFinance Founded in 1988 by Wheeler E. Chapman III, Integrated Financial Management, Inc. is an independent, registered investment advisor located in Northbrook, Illinois. The firm provides services to individuals, trusts, institutions and corporate retirement plans. | Finance |
| Bank One Corp. /Garrett Capital Advisors LLC/ | Finance |
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