Zackary Morris
Equity Strategy at Wells Fargo Securities
- Role
- Equity Strategy - Lead Securities Research Specialist at Wells Fargo
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Zackary Morris
Zack Morris is an Equity Strategist - Lead Securities Research Specialist at Wells Fargo Securities. As a member of the Equity Strategy team, he shares responsibility for establishing the firm’s equity market outlook, which includes the firm’s S&P 500 price target, earnings forecast and sector weightings and recommendations. Zack publishes regular thematic strategy pieces based on fundamental and quantitative analyses, and researches actionable cross-asset investment themes supported by the firm’s fixed income, FX and macroeconomics teams.Prior to Wells Fargo, Zack was a Research Analyst at Onramp where he provided weekly bitcoin and financial market commentary and analysis sent to subscribers, as well as deep-dives on evergreen topics including a \'Bitcoin Fundamentals Series\' and proof-of-work vs. proof-of-stake security models.Prior to Onramp, Zack was a Portfolio Manager - Global Enhanced Index Equity at BlackRock where he was jointly responsible for all aspects of portfolio management and alpha generation across the firm\'s enhanced index equity AUM.Zack holds holds a Bachelor of Science degree in Business Administration from the U.C. Berkeley Haas School of Business.
Experience
Equity Strategy - Lead Securities Research Specialist
Sep 2024 — Present · NY, US
Zack Morris is an Equity Strategist - Lead Securities Research Specialist at Wells Fargo Securities. As a member of the Equity Strategy team, he shares responsibility for establishing the firm’s equity market outlook, which includes the firm’s S&P 500 price target, earnings forecast and sector weightings and recommendations. Zack publishes regular thematic strategy pieces based on fundamental and quantitative analyses, and researches actionable cross-asset investment themes supported by the firm’s fixed income, FX and macroeconomics teams.
Education
University of California, Berkeley
B.S., Business Administration
2009 — 2013
Skills
- Bloomberg
- Equity Indices
- Economics
- Budgets
- Thomson Reuters Eikon
- Valuation
- Accounting
- Index Arbitrage
- Private Equity
- Investments
- Leadership
- Financial Analysis
- Portfolio Management
- Factset
- Microsoft Excel
- Data Analysis
- Blackrock Aladdin
- Due Diligence
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