Profile
Jeffrey Dennis Morrison currently works at Massachusetts Financial Services Co., as Institutional Portfolio Manager from 2017.
Mr. Morrison also formerly worked at Lawrence Regional Technology Center, Inc., as Director-Operations & Client Development, Massachusetts Financial Services Co., as Portfolio Manager from 2006 to 2012, MFS Investment Management Canada Ltd., as Institutional Portfolio Manager from 2012 to 2017, Franklin Advisers, Inc., as Portfolio Manager from 1998 to 2005, Mulvihill Capital Management, Inc., as Equity Analyst from 1991 to 1997, and CT Investment Counsel (U.S), Inc., as Capital Markets Analyst from 1989 to 1990.
Mr. Morrison received his undergraduate degree in 1986 from Toronto Metropolitan University.
Jeffrey Morrison active positions
| Companies | Position | Start |
|---|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Portfolio Manager-Equities | 01/01/2017 |
Former positions of Jeffrey Morrison
| Companies | Position | End |
|---|---|---|
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Canada is an active, long-term investor which employs fundamental-based, research-driven investment approach. The firm offers a broad range of investments strategies such as equity, fixed income, blended research and specialty/multi-asset. All the firm's research is conducted by small teams which build model portfolios for Canadian equities, US equities, international equities, global equities, fixed-income and asset mix. The decisions of each of these groups are then implemented according to the investment objectives of each client. | Portfolio Manager-Equities | 01/01/2017 |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Portfolio Manager-Equities | 01/02/2012 |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Portfolio Manager-Equities | 31/12/2005 |
Mulvihill Capital Management, Inc.
Mulvihill Capital Management, Inc. Investment ManagersFinance Mulvihill is an active manager which aims to provide superior risk-adjusted performance for their clients’ portfolios by delivering enhanced yield, capital preservation, and lower portfolio volatility. The firm’s strategies has been developed and refined over numerous market cycles to adapt to ever changing market conditions. | Analyst-Equity | 31/12/1997 |
CT Investment Counsel (U.S), Inc. | Corporate Officer/Principal | 31/12/1990 |
Training of Jeffrey Morrison
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance MFS focuses on identifying businesses with durable, long-term value through their active investment platform. The firm uses various methods to evaluate securities, including fundamental analysis and quantitative analysis. | Finance |
MFS Investment Management Canada Ltd.
MFS Investment Management Canada Ltd. Investment ManagersFinance MFS Canada is an active, long-term investor which employs fundamental-based, research-driven investment approach. The firm offers a broad range of investments strategies such as equity, fixed income, blended research and specialty/multi-asset. All the firm's research is conducted by small teams which build model portfolios for Canadian equities, US equities, international equities, global equities, fixed-income and asset mix. The decisions of each of these groups are then implemented according to the investment objectives of each client. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Finance |
Mulvihill Capital Management, Inc.
Mulvihill Capital Management, Inc. Investment ManagersFinance Mulvihill is an active manager which aims to provide superior risk-adjusted performance for their clients’ portfolios by delivering enhanced yield, capital preservation, and lower portfolio volatility. The firm’s strategies has been developed and refined over numerous market cycles to adapt to ever changing market conditions. | Finance |
Toronto Metropolitan University of
Toronto Metropolitan University of Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CT Investment Counsel (U.S), Inc. | |
Lawrence Regional Technology Center, Inc.
Lawrence Regional Technology Center, Inc. Miscellaneous Commercial ServicesCommercial Services Offers tenant and business development services | Commercial Services |
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