We work with each client to define and develop clear portfolio objectives and design an appropriate asset allocation and investment plan to meet those objectives. It is our belief that a measured amount of risk, disiplined security selection, appropriate diversification and long-term focus serve our clients best.
Robert P. Morse
Partner, Portfolio Manager
Evercore Wealth Management LLC
212.497.0845
robert.morse@evercore.com
Bob joined Evercore Wealth Management in 2010 as a partner and portfolio manager. He is Chairman of the Wall Street Fund, a diversified growth-oriented investment fund and co-manager of the investment portfolio. Bob was the founder and CEO of Morse, Williams & Company, which merged with Evercore Wealth Management in May, 2010.
Bob has 38 years of investment management experience and an extensive background in equity portfolio management in both domestic and international markets, and in fixed income and balanced portfolios. Prior to establishing his own firm, Bob was actively involved in the investment management business at several firms including the following: William G. Campbell & Company and American Express W. H. Morton Company. He has lectured on long term quadratic elements of modern portfolio theory at the New York Society of Security Analysts.
Bob graduated from the Wharton School of the University of Pennsylvania in 1967, completed post-graduate studies in Advanced Currency Theory at Dowling College, Adelphi-Suffolk University in 1970. He currently serves as a trustee of the Society of Mayflower Descendants and The English Speaking Union. Bob served as an officer in the U.S. Navy.