![Rick J. Morales](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Rick J.
Morales, CFA MBA, is Chief Investment Officer & Vice Chairman at Woodway Financial Advisors.
Prior to joining Woodway in 1991, he spent seven years in portfolio management with an independent bank trust department.
He is past President of the Board of Directors of the University of Houston Bauer College of Business Administration Alumni Association and currently serves on the Dean's Advisory Board.
Mr. Morales has a Bachelor of Business Administration and Masters of Business Administration from the University of Houston with a concentration in Finance.
He is a Chartered Financial Analyst and a member of the CFA Institute, and the CFA Society of Houston.
Former positions of Rick J. Morales
| Companies | Position | End |
|---|---|---|
Woodway Financial Advisors
 Woodway Financial Advisors Investment ManagersFinance Profile Unavailabl | Portfolio Manager-Equities | 01/04/2015 |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | President | - |
Training of Rick J. Morales
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
11
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
University of Houston
University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Woodway Financial Advisors
Woodway Financial Advisors Investment ManagersFinance Profile Unavailabl | Finance |
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