Sean Morgan

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Finance

Consumer Services

Profile

Mr. Sean Morgan was previously employed as a Foreign Equities Research Analyst by Fielder Capital Group LLC, a Senior Research Analyst & Portfolio Manager by Blue Shores Capital Management LLC, and a Vice President & Equity Research Associate by Evercore Group LLC.
He received his undergraduate degree from Amherst College and an MBA from The Trustees of Columbia University in The City of New York.

Former positions of Sean Morgan

Companies	Position	End
Evercore Group LLC Evercore Group LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/08/2023
Fielder Capital Group LLC Fielder Capital Group LLC Investment ManagersFinance Fielder manages portfolios on a discretionary basis based upon the client’s objectives, risk tolerance, time horizon, and other related factors. For discretionary accounts, the firm typically constructs a strategic allocation of assets, primarily among individual equity and debt securities, mutual funds (such as interval funds), exchange-traded funds, variable annuity products, and independent managers. Fielder employs an investment process that utilizes a combination of bottom-up and top-down analysis.	Corporate Officer/Principal	01/05/2013
Blue Shores Capital Management LLC Blue Shores Capital Management LLC Investment ManagersFinance Provides investment advice	Analyst-Equity	-

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Training of Sean Morgan

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Linked companies

Private companies	5
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Amherst College Amherst College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Evercore Group LLC Evercore Group LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Fielder Capital Group LLC Fielder Capital Group LLC Investment ManagersFinance Fielder manages portfolios on a discretionary basis based upon the client’s objectives, risk tolerance, time horizon, and other related factors. For discretionary accounts, the firm typically constructs a strategic allocation of assets, primarily among individual equity and debt securities, mutual funds (such as interval funds), exchange-traded funds, variable annuity products, and independent managers. Fielder employs an investment process that utilizes a combination of bottom-up and top-down analysis.	Finance
Blue Shores Capital Management LLC Blue Shores Capital Management LLC Investment ManagersFinance Provides investment advice	Finance

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