![Jason David Norris](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jason David Norris
Analyst-Equity bei
Ferguson Wellman Capital Management, Inc.
Profil
Mr. Jason D.
Norris, CFA MBA, is a Director of Equity Research & Portfolio Management at Ferguson Wellman Capital Management, Inc. He is a member of the investment team and the firm’s investment policy committee.
As an Analyst, he manages the firm’s Dividend Value strategy, is the Risk Manager for the Core Equity strategy and is a member of the firm’s Global Sustainable Investing strategy team.
Further, he is responsible for managing the global technology and healthcare sectors.
Prior to joining Ferguson Wellman in June 2001, Mr. Norris was an equity analyst with Morgan Stanley Investment Management in New York City.
He focused primarily on the technology and telecommunications sectors for the Morgan Stanley Market Leader Trust Fund and the Morgan Stanley Information Fund.
He received his B.B.A. in economics from Boise State University.
He continued his education earning an M.B.A. in finance from the University of Notre Dame.
Aktive Positionen von Jason David Norris
| Unternehmen | Position | Beginn |
|---|---|---|
Ferguson Wellman Capital Management, Inc.
 Ferguson Wellman Capital Management, Inc. Investment ManagersFinance FWCM principally utilizes individual securities to build diversified portfolios for their clients. As such, they are active managers of multiple asset classes, including large-cap domestic equities, international equities (developed and emerging markets) and several fixed income strategies. Depending on the risk and return circumstances of each client, clients’ portfolio may be constructed with several investment strategies. If appropriate for a client, the firm also utilizes outsourced strategies such as small-cap equity, real estate, private equity or hedge fund strategies, as well as other Alternative Investment strategies. | Analyst-Equity | 01.06.2001 |
Ehemalige bekannte Positionen von Jason David Norris
| Unternehmen | Position | Ende |
|---|---|---|
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Analyst-Equity | 31.12.2000 |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Ausbildung von Jason David Norris
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
83
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management, Inc. Investment ManagersFinance FWCM principally utilizes individual securities to build diversified portfolios for their clients. As such, they are active managers of multiple asset classes, including large-cap domestic equities, international equities (developed and emerging markets) and several fixed income strategies. Depending on the risk and return circumstances of each client, clients’ portfolio may be constructed with several investment strategies. If appropriate for a client, the firm also utilizes outsourced strategies such as small-cap equity, real estate, private equity or hedge fund strategies, as well as other Alternative Investment strategies. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Boise State University
 Boise State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
