Leadership

Leadership

  • Independent: 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 over 20 years experience in the industry.
  • Principled: Our culture is based on integrity, and our interests are guided by those of our clients.

Robert B. Morse
Mr. Morse is the Chief Executive Officer, Chief Investment Officer and the Senior Portfolio Manager of Morse Asset Management, Inc. (“MAM”). He was formerly the Chairman of CG Funds Trust, Portfolio Manager of the CG Core Total Return Fund, and a Managing Director of CG Asset Management LLC. Rob has been working with high net worth and institutional clients for 18 years. Prior to joining the firm, Rob spent four years managing money at Merrill Lynch. From 2007 to 2011, Mr. Morse worked at UBS Investment Bank managing institutional investor relationships. Rob began his career in 2003 with Morse, Williams and Co., Inc., a registered investment advisor. Mr. Morse received a Bachelor of Arts in Environmental Policy with a focus in Economics from Colby College in 2003.

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 27 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 well 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. 

Lauren K. Adelman
Ms. Adelman is a Principal and Vice President of MAM, and was formerly an Associate at CG Asset Management LLC. She has over 16 years 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. 

James K. Cushing
Mr. Cushing is a Vice President of MAM, and was formerly with CG Asset Management LLC. James has a decade 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.

Peter F. Kissel
Mr. Kissel joined the firm in 2024 and brings over 24 years of experience in finance and investments. In addition to his role as Director, Portfolio Manager, he also acts as a Senior Research Analyst. Beginning in 2005, he was a Senior Equity Analyst focused on the energy industry with both Howard Weil, Inc., a New Orleans, LA based energy investment boutique, and the Bank of Nova Scotia. Immediately prior to joining, Peter served as the Head of U.S. Corporate Access and Development for the Bank of Nova Scotia for four years. He was also a Financial Advisor with Morgan Stanley in New York in the beginning of his career. Peter received a Bachelor of Arts in Economics from Rollins College in 2000 and a Masters of Business Administration in Finance from Tulane University in 2005.