Philip Morris
Resume of Morris W. Offit
Fields
- Author
- Offit, M.W.
- Type
- RESU, RESUME
- Area
- WALL,CHARLES/OFFICE
- Master ID
- 2023225290/5299
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- 2023225298 Appointments and Executive Changes, Investment Counselors
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- Document File
- 2023224983/2023225454/Divestment Proposal C.R.W.
- Request
- Stmn/R1-014
- Litigation
- Stmn/Produced
- Site
- N328
- Date Loaded
- 05 Jun 1998
- UCSF Legacy ID
- bcv34e00
Document Images
R: REDACTED MATERIAL
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Morris (J. Offit
Education:
Johns Hopkins University and the
Wharton School of the University of
Pennsylvania.
Past Employment: 1960 - Investment researcher at the
Mercantile Safe Deposit and Trust in
Baltimore.
1968 - Salomon Brothers Inc.
1980 - Julius Baer Group, serving on
its board in Zurich and running
American investment operations,
1983 - Founded Offit Associates, his
own firm in Manhattan.
Present Employment: Offitbank - Offit converted his
investment advisory firm into a
limited-purpose trust company.
- Currently, Offit Associates has
170 clients, including pension funds
and nonprofit institutions, as well
as individuals, and manages $2.5
billion.
Activities: Chairman of the Board - Johns
Hopkins University since April 1990.
Member - The universities Committee
on Tobacco.
Chairman - Jewish Museum, New York.
Recent Comment: The reason for the firms conversion
to a bank is that "The market for
the high-net-worth individual is by
far the most underserviced in the
marketplace." ('Ph New York Times,
July 25, 1990)
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