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Glen Morrison
Chief Executive Officer at Inverlochy Capital, Inc.
Profile
Glen Morrison is currently the Chief Executive Officer at Inverlochy Capital, Inc. He is also a Finance Consultant at Arrowsight, Inc. since 2003 and a Principal at Inverlochy Capital Ltd.
Additionally, he has worked as a Principal at Credit Suisse Securities (USA) LLC (Broker) and Salomon Brothers, Inc. Mr. Morrison completed his undergraduate degree at the University of Western Ontario.
Glen Morrison active positions
Companies | Position | Start |
---|---|---|
Arrowsight, Inc.
![]() Arrowsight, Inc. Packaged SoftwareTechnology Services Arrowsight, Inc. provides web based remote video auditing and motion detection software solutions. The company was founded in 1998 by Adam B. Aronson and is headquartered in Mount Kisco, NY. | Corporate Officer/Principal | 08/06/2010 |
Inverlochy Capital Ltd.
![]() Inverlochy Capital Ltd. Investment ManagersFinance Inverlochy Capital Ltd. is a portfolio management and financial planning firm that specializes in building balanced portfolios designed to assist clients in reaching their financial goals. The private company offers financial planning and consulting services to help clients retire on their schedule, provide for their loved ones, maintain their quality of life in retirement, and leave the right legacy. Inverlochy Capital employs an opportunistic approach to identifying potential investments, focusing on securities that trade at a substantial discount to their true intrinsic value. The Canadian company utilizes a disciplined fundamental value approach to growing and preserving client assets, with diversification, independent research, and a long-term focus being the keys to their success. Inverlochy Capital is headquartered in Bobcaygeon, Ontario, and has clients in Canada and the United States. The company takes significant positions in securities and holds them for the long term, with portfolios tending to be fairly concentrated, holding between 20 and 60 securities. | Corporate Officer/Principal | 08/06/2010 |
Inverlochy Capital, Inc. | Chief Executive Officer | - |
Former positions of Glen Morrison
Companies | Position | End |
---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
Salomon Brothers, Inc. | Corporate Officer/Principal | - |
Training of Glen Morrison
University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Arrowsight, Inc.
![]() Arrowsight, Inc. Packaged SoftwareTechnology Services Arrowsight, Inc. provides web based remote video auditing and motion detection software solutions. The company was founded in 1998 by Adam B. Aronson and is headquartered in Mount Kisco, NY. | Technology Services |
Salomon Brothers, Inc. | Finance |
Inverlochy Capital Ltd.
![]() Inverlochy Capital Ltd. Investment ManagersFinance Inverlochy Capital Ltd. is a portfolio management and financial planning firm that specializes in building balanced portfolios designed to assist clients in reaching their financial goals. The private company offers financial planning and consulting services to help clients retire on their schedule, provide for their loved ones, maintain their quality of life in retirement, and leave the right legacy. Inverlochy Capital employs an opportunistic approach to identifying potential investments, focusing on securities that trade at a substantial discount to their true intrinsic value. The Canadian company utilizes a disciplined fundamental value approach to growing and preserving client assets, with diversification, independent research, and a long-term focus being the keys to their success. Inverlochy Capital is headquartered in Bobcaygeon, Ontario, and has clients in Canada and the United States. The company takes significant positions in securities and holds them for the long term, with portfolios tending to be fairly concentrated, holding between 20 and 60 securities. | Finance |
Inverlochy Capital, Inc. |
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