James Morrison
Portfolio Specialist l Endowments, Foundations & Family Offices l Goldman Sachs
- Role
- Portfolio Specialist - Private Wealth Management at Goldman Sachs
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About James Morrison
Accomplished and results-driven professional with nearly 20 years of asset allocation…
Experience
Portfolio Specialist - Private Wealth Management
Oct 2014 — Present · New York, NY, US
Skills
- Investments
- Wealth Management
- Finance
- Portfolio Management
- Client Development
- Financial Analysis
- Fixed Income
- Asset Management
- Microsoft Office
- Relationship Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Market Analysis
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Private Equity
- Economic Research
- Microsoft Excel
- Bloomberg
- Capital Markets
- Equities
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