- Independent: As independent advisors, we are exclusively focused on our clients’ best interests and free from the conflicts inherent in many financial services institutions
- Direct: Clients benefit from a direct relationship with investment management professionals.
- Experienced: Our Investment professionals average 20 years experience in the industry.
- Principled: Our culture is based on integrity, and our interests are guided by those of our clients.
[pictured above, from left to right: Jian Wang, Michael Linburn, Ian Andrew McLaughlin, Robert P. Morse]
Robert P. Morse
Mr. Morse is Executive Chairman, Principal and the Senior Portfolio Manager of Morse Asset Management, Inc. (“MAM”), Chairman of CG Funds Trust and Portfolio Manager of the CG Core Total Return Fund. He was formerly Chief Executive Officer of CG Asset Management LLC, a Partner of Evercore Inc. and Senior Portfolio Manager of Evercore Wealth Management LLC. Bob served as Chairman, CEO and Portfolio Manager of the Wall Street Fund (from 1984 through 2013). Mr. Morse was previously Chairman and founder of Morse Williams & Co. Inc. (1981-2010) which merged into Evercore. He is a Wharton School of The University of Pennsylvania graduate, and has lectured at the New York Society of Security Analysts. He served as an officer in the United States Navy.
Jian H. Wang
Mr. Wang is a Principal and Managing Director of MAM, and was formerly a Managing Director of CG Asset Management LLC. Prior to that, Jian was involved in Investment Research and Trading at Evercore Wealth Management as a Vice President. He has over fifteen years of experience, including seven years as the head trader at the Wall Street Fund and a portfolio manager and Principal at Morse, Williams & Co, Inc. His prior positions include options trading, administrative work at the Mechanical Engineering Department of Tung-Ji University in Shanghai and sales for Siemens, also in Shanghai. Jian graduated from Long Island University in 1991 and received an M.B.A. in Finance from the New York Institute of Technology in 1995.
I. Andrew McLaughlin
Mr. McLaughlin is the Chief Compliance Officer, a Principal and Executive Vice President of MAM, and was formerly the EVP of CG Asset Management LLC. He has over a decade of experience in serving high net worth individuals, families and related institutions. Prior he was a Vice President and Wealth Advisor at Evercore Wealth Management. He joined Evercore in 2010 following the firm’s merger with Morse, Williams and Co., Inc., a registered investment advisor. Andrew is a financial principal of the firm, focused on relationship management and selected research. Andrew graduated from the University of Vermont with a Bachelor of Arts degree in History. He is currently preparing for the CFP designation.
Robert B. Morse
Mr. Morse is a Principal and Managing Director of MAM, and formerly was with CG Asset Management LLC. Prior to joining the firm, Rob spent four years as a Financial Advisor at Merrill Lynch. Rob has been working with high net worth and institutional clients for over a decade. From 2007 to 2011 Mr. Morse served as an Associate Director at UBS Investment Bank. Rob began his career at Morse, Williams & Co., Inc. in 2003, and was a Registered Client Associate from 2004 until 2007. Mr. Morse received a Bachelor of Arts in Environmental Policy with a focus in Economics from Colby College in 2003.
Lauren K. Adelman
Ms. Adelman is a Principal and Associate of MAM, and was formerly an Associate at CG Asset Management LLC. She has over a decade of experience in the financial industry, having started her financial career in the biotech area of the Equity Research department of Bear, Stearns & Co. Inc. before working alongside the investment advisor, John Paulson, at Paulson & Co. Inc. for years. Lauren has since been employed in the Private Equity sector. Ms. Adelman graduated from the Massachusetts Institute of Technology with a Bachelor of Science degree in Biology and a minor in Chemistry with a focus on Anthropology, and spent two years in the M.D. program at the George Washington University School of Medicine. She is currently preparing for the CFA designation.
James K. Cushing
Mr. Cushing is a Vice President of MAM, and was formerly with CG Asset Management LLC. James has eight years of experience serving high net worth individuals, families and related institutions at Fiduciary Trust Company International. At Fiduciary Trust, he served as a relationship associate. James supported multiple portfolio managers and was directly responsible for responding to client requests and inquiries ranging from investment management, account administration and reporting, taxation, and trusts and estate planning. James attended Trinity College and earned a Bachelor of Arts degree in History.
Michael R. Linburn (of Counsel)
Mr. Linburn was the former Chief Compliance Officer and Secretary for Morse Asset Management, Inc. He was formerly a Consultant to Evercore Wealth Management, Chief Compliance Officer and Executive Vice President of the Wall Street Fund and served as Managing Director of Morse Williams & Co. Inc. as well as an executive with Oppenheimer, and Shearson Hammill. He is a graduate of Yale University and Harvard Graduate School of Business.
James L. Farrell, Ph.D. (of Counsel)
Dr. Farrell is and has been Chairman of the Board of the “Q” Group since 1976. From 2007 to 2011 he was the Director of Research at the Ned Davis Research. Prior to that, from 2003-2007, he was a Portfolio Manager at Morse Williams & Co, Inc. Dr. Farrell was Chairman of Farrell-Sumitomo Life from 1990 – 2002; Chairman and Founder of Modern Portfolio Theory Associates from 1981 – 1990; Director of Quantitative Research at Citibank from 1979 – 1981. Dr. Farrell began his investment career as an Investment Officer at TIAA_CREF 1966-1979.
[pictured above, from left to right: Jamie Cushing, Jian Wang]