Head of Portfolio Management
John Morrison is the Head of Portfolio Management at Secfi. Most recently he worked as a Senior Investment Strategist at Dimensional Fund Advisors where he previously served as an equity portfolio manager. At Dimensional John managed multi-billion dollar portfolios, helped launch new investment vehicles and strategies, created investment content, and educated clients and prospective clients on the firm's investment approach. John also spent time at Goldman Sachs in credit risk management and at Bain & Company as a consultant. He's a CFA charterholder and graduated with honors from the University of Chicago Booth School of Business.
In this captivating episode of Tech Careers and Money Talk, host Christopher Nelson joins forces with esteemed guest John Morrison to delve into the fascinating world of wealth management for tech employees. Together, they explore the future of retail...