Michael Morin
Client Portfolio Manager at ThomasPartners Investment Management
- Role
- Director, Client Portfolio Manager at Thomaspartners Investment Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Michael Morin
Experienced investment professional that focuses on building and managing investment…
Experience
Director, Client Portfolio Manager
Thomaspartners Investment Management
Aug 2018 — Present · Boston, MA, US
ThomasPartners is an income focused investment firm focused on dividend growth investing. Our firm is a registered investment advisor of Charles Schwab. I manage client portfolios in a fiduciary capacity.
Education
St. John's Prep
High School Diploma
1988 — 1992
University of New Hampshire
Bachelor of Arts, English Literature and Economics
1994 — 1996
Hobart and William Smith Colleges
Economics
1992 — 1993
Skills
- Direct Marketing
- Series 65
- New Business Development
- Wealth Management
- Investment Management
- Investment Strategies
- Marketing Communications
- Investments
- Financial Services
- Etfs
- Mutual Funds
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