Brent Morse

Brent Morse General Information

Biography

Mr. Brent Morse serves as Managing Director & Owner at Morse Capital Partners. He has worked with high-net worth investors and their families for over 15 years. Prior to starting his firm, Brent was a partner at Cary Street Partners, a regional wealth advisory and investment banking firm. As Head of Capital Markets Research, Mr. Morse was responsible for manager due diligence of all asset types, including hedge funds and private equity, as well as asset allocation strategy for the firm. Prior to Cary Street Partners, Brent worked in Ernst & Young's Personal Financial Counseling practice helping investors work through the financial and tax implications of their company retirement and compensation plans including company stock and option strategies, insurance analysis, cash flow planning and estate plan modeling. He started his career at Scott & Stringfellow, a regional brokerage firm headquartered in Richmond, Virginia where he focused on investment management and research as well as obtained his Chartered Financial Analyst (CFA) designation. He graduated from San Diego State University-California State University.