Morris W. Offit

Morris W. Offit

Advisor at Promontory

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Morris W. Offit's Executive Work History


Current
Advisor,
Advisor
Equilar on 12/02/2019
Promontory
Past
To view Morris W. Offit's complete executive work history,
Age
83
 

Morris W. Offit's Biography


Morris Offit brings exceptional Wall Street finance expertise to Promontory Financial Group. He is chairman of Offit Capital and is also the founder and former CEO of OFFITBANK, a private bank specializing in wealth management, which merged with Wachovia Bank in 1999.Morris began his career in 1960 at Mercantile Safe Deposit and Trust Company in Baltimore in investment research. He joined Salomon Brothers in 1969, and in his 10 years there he established the stock research department and subsequently held responsibility for fixed-income and equity sales.Morris earned a Bachelor of Arts from the Johns Hopkins University and a Master of Business Administration from the Wharton School of the University of Pennsylvania. He was the recipient of an honorary degree of Doctor of Humane Letters from the Johns Hopkins University in 1996. In 1983, he served as adjunct professor of finance at the Columbia Graduate School of Business, lecturing on the secondary capital markets.His primary affiliations include serving as a trustee of the Johns Hopkins University (he was chairman of the board from 1990 to 1996); trustee of the Jewish Museum (he was chairman of the board from 1987 to 1991); and trustee of the New York Historical Society. Morris also completed a three-year term as president of UJA-Federation of New York in 2007 and is chairman emeritus. From May 2005 to May 2013, he served as a director of American International Group Inc. and was chairman of the finance and risk management committee.

Source: Promontory on 12/02/2019

 

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Morris W. Offit's Connections (60)


Frank G. Zarb
Advisor, Promontory
Alan J. Hirschfield
Former Co-Chairman of the Board and Co-Chief Executive Officer, Interactive Data
William S. Cohen
CEO, The Cohen Group
Dr. Martin S. Feldstein
Former Board Member, Eli Lilly and Company
Robert Steve Miller Jr.
Former Chairman of the Board & Chief Executive Officer, Delphi
Laurette T. Koellner
Board Member, Nucor Corporation
Win J. Neuger
Board Member, WisdomTree Investments, Inc.
Martin J. Sullivan
Operating Partner, Lightyear Capital
Ellen V. Futter
Board Member, Evercore Inc.
Ronald A. Rittenmeyer
Executive Chairman and Chief Executive Officer, Tenet Healthcare Corporation