Brent Morse
Brent Morse is the Chief Investment Officer of Maven Asset Partners and Morse Capital Partners. He has worked with high-net-worth investors and their families for more than 20 years. While working at Cary Street Partners, Morse was responsible for manager due diligence of all asset types, hedge funds, and private equity as well as its asset allocation strategy. He also developed custom-designed financial, tax, and estate planning strategies to ensure that the most tax-efficient transfer and accumulation of wealth was realized and remained with the family.
Brent Morse Professional Experience / Academic History
Professional Experience
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Chief Investment Officer
Academic History
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Bachelor's Degree
CAREER
- Morse began his career at Scott & Stringfellow, where he focused on investment management and research.
- While at Ernst & Young, he helped investors work through the financial and tax implications of their company retirement and compensation plans.
- His areas of expertise included company stock and options strategies, insurance analysis, cash flow planning, and estate plan modeling.
CURRENT APPOINTMENTS
- Chartered Financial Analyst