Career history of Morton Hart Sachs
Former positions of Morton Hart Sachs
| Companies | Position | Start | End |
|---|---|---|---|
Sachs Investment Group LLC
 Sachs Investment Group LLC Investment ManagersFinance Sachs Investment Group LLC, formerly Louisville Trust Co., is a registered investment advisor located in Louisville, Kentucky. The firm's lineage can be traced back to 1974 when Morton Sachs formed the Sachs Company, a family-owned and operated investment advisory firm. In 2009, Morton Sachs of Louisville Trust Co., along with Gerald Case and James Buchheit, founded Sachs Investment Group. The firm provides investment management services to individuals, pension and profit sharing plans and charitable organizations. | Chief Executive Officer | 21/05/2009 | 09/09/2019 |
| Chief Investment Officer | 21/05/2009 | 09/09/2019 | |
| Director of Research - Equity | 21/05/2009 | 09/09/2019 | |
| Founder | 21/05/2009 | 09/09/2019 | |
| Portfolio Manager-Equities | 21/05/2009 | 09/09/2019 | |
Louisville Trust Co.
 Louisville Trust Co. Investment ManagersFinance Founded in 1999 by Morton H. Sachs of the Sachs Co., the Louisville Trust Co. is an independent, family-owned, investment advisor firm located in Louisville, Kentucky. | Analyst-Equity | - | 30/04/2009 |
| Chairman | - | 30/04/2009 | |
| Chief Investment Officer | - | 30/04/2009 | |
| Portfolio Manager-Equities | - | 30/04/2009 | |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Corporate Officer/Principal | 01/01/1965 | 01/01/1974 |
Sachs Co.
 Sachs Co. Investment ManagersFinance Founded by Morton H. Sachs, The Sachs Company is a registered investment advisor located in Louisville, Kentucky. | Analyst-Equity | 01/01/1974 | - |
| Chairman | 01/01/1974 | - | |
| Chief Investment Officer | 01/01/1974 | - | |
| Portfolio Manager-Equities | 01/01/1974 | - | |
| Portfolio Manager-Fixed Income | 01/01/1974 | - |
Training of Morton Hart Sachs
| Indiana University | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Chief Investment Officer | 3 |
| Portfolio Manager-Equities | 3 |
| Analyst-Equity | 2 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Sachs Co.
Sachs Co. Investment ManagersFinance Founded by Morton H. Sachs, The Sachs Company is a registered investment advisor located in Louisville, Kentucky. | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
Louisville Trust Co.
Louisville Trust Co. Investment ManagersFinance Founded in 1999 by Morton H. Sachs of the Sachs Co., the Louisville Trust Co. is an independent, family-owned, investment advisor firm located in Louisville, Kentucky. | Finance |
Sachs Investment Group LLC
Sachs Investment Group LLC Investment ManagersFinance Sachs Investment Group LLC, formerly Louisville Trust Co., is a registered investment advisor located in Louisville, Kentucky. The firm's lineage can be traced back to 1974 when Morton Sachs formed the Sachs Company, a family-owned and operated investment advisory firm. In 2009, Morton Sachs of Louisville Trust Co., along with Gerald Case and James Buchheit, founded Sachs Investment Group. The firm provides investment management services to individuals, pension and profit sharing plans and charitable organizations. | Finance |
- Stock Market
- Insiders
- Morton Hart Sachs
- Experience
