Joseph M. Morrison, CFA – Mr. Morrison received his BS from the Engineering School at Vanderbilt University and his MBA from the Owen School at Vanderbilt University. Mr. Morrison has worked in the financial industry since 1989. He was associated with regional investment consulting firms from 1989 until 2000. In 2000, the President of Morgan Keegan recruited him to join Morgan Keegan & Co. While Mr. Morrison was managing a large client base as a portfolio manager for Morgan Asset Management, he also was a regional manager overseeing other portfolio managers for Morgan Asset Management. When Mr. Morrison determined he wanted to spend more time with his clients, he left Morgan Asset Management and co-founded Sentry, LLC. Mr. Morrison holds the designation as a Chartered Financial Analyst.
Mr. Morrison is currently serving on the following Boards:
- Memphis University School
- Chickasaw Council, Boy Scouts of America
- Neighborhood Christian Centers
- Second Presbyterian Church (Session)
Past Board Service: Presbyterian Day School, Vanderbilt University (Alumni Board)
Andrew D. Hursey, CFA – Mr. Hursey is the Head of Research at Sentry, LLC. He began his career in the investment management industry in 2012. Before joining Sentry in 2016, he worked in equity research for a multi-billion dollar, long-only equity investment manager and as the sole equity analyst at a Memphis-based hedge fund. Outside of the financial industry, he currently serves on the Board of Su Casa Family Ministries and has formerly served as a Committee Member of the Memphis Fellows Program from 2013 – 2018 and as the Interim Assistant Jr. High Youth Director for Second Presbyterian Church from 2016 – 2017. Andrew graduated Cum Laude from Murray State University with a B.A. in English Literature and will graduate with his MBA from the Owen School at Vanderbilt University in 2021. He has held the Chartered Financial Analyst designation since 2017.
Emeritus:
John D. Glass – Mr. Glass retired in 2017 and was a founder of Sentry, LLC. Mr. Glass served fiduciary clients from 1960 until 2017. Mr. Glass received his BBA from the University of Mississippi, his MBA from the University of Mississippi and his JD from the University of Memphis. Upon graduation from the University of Mississippi, he entered the trust business with Union Planters Bank’s Trust Department. He has been associated with two additional trust companies over his career: First Tennessee Bank’s Trust Department and Morgan Keegan Trust Company. After 50 years in the business, he decided to branch off on his own and is a co-founder Sentry, LLC.
* Registration of an Investment Adviser does not imply a certain level of skill or training.
Additional information about Sentry, LLC is available on the SEC’s website at www.adviserinfo.sec.gov..
