John Morey

John Morey

Managing Director

Followers of John Morey760 followers
location of John MoreySouth Bend, Indiana, United States

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  • Timeline

  • About me

    Fellow, Inspired Leadership Initiative

  • Education

    • Boston College Carroll School of Management

      1996 - 1997
      Graduate Certificate Organizational Leadership

      Leadership for the Common Good

    • Saint Anselm College

      -
      Bachelor of Arts - BA Economics

      Activities and Societies: Red Key Honor Society, Varsity Ice Hockey

  • Experience

    • BankBoston Private Clients Group

      Jan 1989 - Jan 1999
      Managing Director

      National Sales Manager

    • Putnam Investments

      Jan 1999 - Jan 2002
      SVP
    • GMO

      Jan 2002 - Jun 2017
      Partner

      Head, Client Relations

    • Fiduciary Trust Company

      May 2018 - Oct 2022
      Chief Client Officer
    • University of Notre Dame

      Aug 2023 - Jun 2024
      Fellow, Inspired Leadership Initiative
  • Licenses & Certifications

    • Series 7, 24, 3 & 63

      FINRA
      Jun 1998
  • Volunteer Experience

    • Board Member

      Issued by Bethany Land Institute on Apr 2024
      Bethany Land InstituteAssociated with John Morey
    • Advisory Council

      Issued by Horizons for Homeless Children on Nov 2022
      Horizons for Homeless ChildrenAssociated with John Morey
    • Board of Advisors

      Issued by Saint Anselm College, Chapel Art Center on Mar 2023
      Saint Anselm College, Chapel Art CenterAssociated with John Morey
    • Board Member

      Issued by BROCKTON SPORTS FOUNDATION on Sept 2012
      BROCKTON SPORTS FOUNDATIONAssociated with John Morey
    • Director

      Issued by Falmouth Associates, Inc on Jan 2023
      Falmouth Associates, IncAssociated with John Morey
    • Past Member Board of Trustees

      Issued by Thayer Academy on May 2011
      Thayer AcademyAssociated with John Morey