![Morgan C. Mohrman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Morgan C.
Mohrman is Vice President at Eastern Investment Advisors.
Prior to joining Eastern, he worked as a Financial Consultant at Rockland Trust in the Investment Management Group.
He started his career in 1984 as a Regional Manager with MFS Financial Services and was Senior Vice President and Director of Marketing for Eaton Vance Distributors in Boston for many years.
Mr. Mohrman attended Hobart College and earned his Bachelor of Arts degree from the University of Massachusetts.
| Sociétés | Poste | Fin |
|---|---|---|
Eastern Bank (Investment Management)
 Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank-IM focuses on managing risk, not chasing returns. They start with strategic and tactical asset allocation and mix individual stocks and bonds with mutual funds and ETFs. The specific investment strategies they use are tailored for each individual client's objectives and risk profile. | Gestionnaire de Portefeuille-Actions | 31/01/2014 |
Eaton Vance Distributors, Inc.
 Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Rockland Trust Co.
 Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
Rockland Trust Co.
Rockland Trust Co. Investment ManagersFinance Rockland Trust aims to protect and build client’s wealth by focusing on minimizing downside risk through broad diversification. To strike the proper investment balance, the firm builds a foundation of core equity, core fixed-income and diversified fixed-income and equity assets, each serving a distinct purpose within client’s portfolio. They focus on asset managers who take a long-term view and minimize expenses while exhibiting a consistent risk-adjusted return profile. | Finance |
Eastern Bank (Investment Management)
Eastern Bank (Investment Management) Investment ManagersFinance Eastern Bank-IM focuses on managing risk, not chasing returns. They start with strategic and tactical asset allocation and mix individual stocks and bonds with mutual funds and ETFs. The specific investment strategies they use are tailored for each individual client's objectives and risk profile. | Finance |
Eaton Vance Distributors, Inc.
Eaton Vance Distributors, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Massachusetts
 University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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