Kelly Morton
Analyst-Equity at Intellectus Partners LLC
Kelly Morton active positions
Companies | Position | Start | End |
---|---|---|---|
Intellectus Partners LLC
Intellectus Partners LLC Investment ManagersFinance Intellectus Partners LLC (Intellectus) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was co-founded by David La Placa and Thomas (Jay) Casey in 2015. Intellectus offers investment advisory services to high net-worth individuals, trusts, estates, charitable organizations, corporations, business entities and private funds. | Analyst-Equity | 01/06/2015 | - |
Career history of Kelly Morton
Training of Kelly Morton
The California State University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Intellectus Partners LLC
Intellectus Partners LLC Investment ManagersFinance Intellectus Partners LLC (Intellectus) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was co-founded by David La Placa and Thomas (Jay) Casey in 2015. Intellectus offers investment advisory services to high net-worth individuals, trusts, estates, charitable organizations, corporations, business entities and private funds. | Finance |
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