Robert P. Morse
CEO & Chief Investment Officer Co-founder. Over 30
years investment experience. Former Affiliations: William
G. Campbell & Company (Campbell-Cowperthwait), several
American Express Company subsidiaries, and a former principal
of Hambrecht & Quist and Soundview Financial. He is also
Chairman of the Wall Street Fund. Graduated from the Wharton
School of the University of Pennsylvania. Post-graduate: Studies
in Advanced Currency Theory at Dowling College, Adelphi-Suffolk
University. Served as an officer in the U. S. Navy and is
a trustee/director of various non-profit organizations. Research
Specialties: growth stocks, especially in life sciences
and technology, and fixed income securities.
Michael R. Linburn
Managing Director
and Principal
Business Development and Compliance.
Also Vice President of The Wall Street Fund. Joined Morse,
Williams & Co. in 1992. Over 35 years investment and corporate
and real estate finance experience. Former Affiliations: The
National Housing Partnership, Angeles Corporation, The Balcor
Company, Oppenheimer Properties and Shearson Hammill &
Co., Incorporated. Graduated
cum laude from Yale University. Post-graduate: MBA
from the Harvard Business School and studies in Taxation and
Real Estate at New York University. Served as an officer in
the U. S. Army. Research Specialties:REITS and retail
stocks.
Jian H. Wang
Senior Trader, Analyst and Principal
Joined Morse, Williams &
Co. in 1993. Over 12 years investment experience. Former Affiliations:
Options trading for several investors, Siemens PC Division
(Shanghai), Tung-Ji University - Mechanical Engineering Department
(Shanghai). Graduated from Long Island University. Post-graduate:
MBA in Finance from the New York Institute of Technology.
James L. Farrell, Jr.
Consulting Analyst and
Principal
Portfolio Adviser. Chartered Financial Analyst. Over 30
years investment and portfolio management experience. Previously,
Chairman, Farrell - S.L. Investment Management, Inc. (a subsidiary
of Sumitomo Life Insurance Company), Chairman, Farrell - Wako
Global Investment, and Chairman, MPT Associates. Formerly
with Citibank N.A. and College Retirement Equities Fund (CREF).
Former outside Director, Eastern Airlines Pilots Association.
Currently Chairman of the Institute for Quantitative Research
in Finance (Q Group). Author of Portfolio Management
-Theory and Application. Dr. Farrell pioneered the concept
of Alpha for the systematic approach to stock selection. B.S.
degree, University of Notre Dame, M.B.A., University of Pennsylvania,
and Ph.D. degree, New York University. Dr. Farrell has also
served as a trustee of the American Association of Investment
and Research (A.I.M.R.).
Fortunata Messina.
Chief Administrative Officer and Principal
Joined Morse, Williams & Co. in 1995. Over 30 years experience in sales and human resources. Former Affiliation: Empire Blue Cross and Blue Shield of New York, Inc., Manager of In-House Employee Benefits and Services. Graduated from New York University's two year Certificate Program in Human Resources.
William D. Pettit
Portfolio Strategist
Technical Analyst. Joined Morse, Williams
& Co. in 1986. Over 45 years investment experience. Former Affiliations: Neuberger
& Berman, CNA Management Co., and Knickerbocker Shares Inc.; officer, director and/or
manager of six mutual funds, including the Knickerbocker Growth Fund, the Knickerbocker
Income Fund, and the Manhattan Fund. Graduated from Princeton University. Post-graduate:
Studies in Finance at New York University. Served as an officer in the U. S. Army.
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