Charles T. Morris, CFA

Mr. Morris is based in London and is responsible for business development and relationship management in Europe. He also shares the responsibility of developing relationships with the global pension consultant community. As a senior member of the firm, he not only serves as a primary contact for clients and prospects but also interacts with the Emcee Invest Portfolio Management, Research, and Trading Departments to develop customized portfolios that achieve client objectives. He also works with the Emcee Invest Operations department to ensure smooth communication with clients. Prior to moving to London, Mr. Morris was employed by Emcee Invest, the parent company of Emcee Invest, with responsibilities in both the US and Europe similar to his responsibilities for Emcee Invest.

Prior to joining Emcee Invest, Mr. Morris was head of marketing for the Global Quantitative Research unit of Citigroup Investment Research. He was responsible for presenting the group’s risk and stock selection models to a client base of money managers, plan sponsors, and public funds. As a senior sales executive at I/B/E/S, Inc., Mr. Morris substantially increased the firm’s penetration in the New England region. He was also an integral part of the product development and marketing activities of the firm.

Prior to becoming a sales executive, Mr. Morris worked as a quantitative analyst at First Boston and as a credit analyst at Swiss Bank Corporation.

Contact: [email protected]