Our Team

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 trey@jerseyshoreinvest.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 careers@jerseyshoreinvest.com 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 ryan@jerseyshoreinvest.com.

Jersey Shore Portfolio Management, LLC
Point Pleasant, New Jersey

(866) 727-1532 toll free
(732) 749-9948 direct
(732) 614-1799 trading
(732) 413-8557 fax

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All Rights Reserved.