Profile
Mr. Rick J.
Morales, CFA MBA, is Chief Investment Officer & Vice Chairman at Woodway Financial Advisors.
Prior to joining Woodway in 1991, he spent seven years in portfolio management with an independent bank trust department.
He is past President of the Board of Directors of the University of Houston Bauer College of Business Administration Alumni Association and currently serves on the Dean's Advisory Board.
Mr. Morales has a Bachelor of Business Administration and Masters of Business Administration from the University of Houston with a concentration in Finance.
He is a Chartered Financial Analyst and a member of the CFA Institute, and the CFA Society of Houston.
Former positions of Rick J. Morales
| Companies | Position | End |
|---|---|---|
Woodway Financial Advisors
 Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Portfolio Manager-Equities | 01/04/2015 |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | President | - |
Training of Rick J. Morales
| University of Houston | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Founded in 1982 by Judy Bozeman, Woodway Financial Advisors is an investment advisor located in Houston, Texas. The firm's services include financial planning, investment management and estate and trust administration. Their clients include individuals, families, estates, trusts and institutions. | Finance |
- Stock Market
- Insiders
- Rick J. Morales
