Mr. Ryan D. Morse, CMT, CFP® - President, Chief Investment Officer, Chief Compliance Officer
Mr. Morse is
the President of Jersey Shore Portfolio Management, LLC, which he founded in 2007 and registered independently in 2012.
Mr. Morse is a Chartered Market Technician (CMT), a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), and a candidate in the Chartered Financial Analyst (CFA)
program. He holds a B.A. in Computer Systems Engineering from Boston
University's College of Engineering and maintains Series 3, Series 63, and Series 65 licenses with FINRA and the NFA.
Before starting Jersey Shore, Mr. Morse spent over ten years in the financial
services industry, most recently running Jersey Shore Investments, an
independent branch office of BrokersXpress, a former subsidiary of OptionsXpress
and The Charles Schwab Corporation.
Prior to that, Mr. Morse was a portfolio manager and financial consultant with
Garden State Securities, managing the financial affairs for a group of
private clientele. Mr. Morse began his career at Upromise Inc., servicing 529 plans
and improving back office operations while enrolled as an undergrad in
Boston. He returned to NJ and began his career as a financial advisor and active money manager in 2005.
Mr. Morse posts his equity coverage rankings on Twitter daily. Click here to
follow him on Twitter:
Mr. Morse grew up in Mount Holly, NJ and attended Rancocas Valley Regional High
School. He enjoys spending time with family and friends, basketball, volleyball, cooking, traveling and reading. Mr. Morse lives with his wife in Point Pleasant, NJ.
Mr. Peter J. Cavezza, III (Trey) - Senior Fixed-Income Analyst, Investment Advisor
Mr. Cavezza joined Jersey Shore Portfolio Management as an Investment Advisor Representative in September of 2012. He provides full service financial and investment advisory services to individual private clients. Mr. Cavezza also manages The JSI Income Arbitrage Strategy.
Mr. Cavezza specializes in retirement and insurance planning, fixed-income, individual equities, options, metals, energy and volatility. He holds a Series 66 license with FINRA and is a licensed Life and Health Insurance Representative in the State of Texas.
Mr. Cavezza earned a BA in Economics from Baylor University in 2003, and a MS in Economics from Baylor University in 2006. Mr. Cavezza began his career as a financial advisor working first with Merrill Lynch, and then with a local independent advisory firm in TX. Trey currently lives in Waco, TX.
Trey can be reached directly by email at email@example.com or phone at 254-716-3464.
Thank you to the 2015 Internship Team - Research, Analytics and Support
Julia Cherofsky - Communications, Rutgers University
Evan Fleischman - Finance, University of Massachusetts Amherst
Seine Yumnam - Economics and Mathematics, Wabash College
Thank you to the 2014 Internship Team - Research, Analytics and Support
Alexis Zarycki - Communications, University of North Carolina at Charlotte
Allison Steele - Business Management, Georgian Court College
Daniel Rosenblatt - Finance, University of Connecticut
Michael Metz - Accounting, Michigan State University
Rupak Mehta - Finance, Bentley University
Stephen Donato - Business Management, Babson College
To be considered for the 2017 Summer Internship Team, please submit resume/CV to firstname.lastname@example.org no later than May 1st, 2017 and be sure to state the date of your availability. For those looking for off-season internships, please contact Ryan directly at email@example.com.