1. Bradley Patrick Morrissey
(440) 539-2144 | brad.morrissey1@gmail.com
EDUCATION
Bachelor of Business Administration Expected Graduation: May 2017
Ohio University, Athens, OH GPA: 3.55 / 4.0
Majors: Finance, Business Economics
WORK EXPERIENCE
Johnson Investment Counsel Cincinnati, OH
Equity Research Intern May 2016 – August 2016
• Analyzed equities, that were either within Johnson funds or of interest to the firm, and pitched research
reports to the applicable mutual fund team
• Generated an equity research report on a healthcare firm that identified catalysts, explained market
opportunities, and used a DCF model for valuation
• Aided research team with general tasks including updating models, writing earnings recaps, and other ad-
hoc projects
AXA Advisors Akron, OH
Financial Services Intern May 2015 – August 2015
• Assisted the Vice President and new hires with maintaining existing client relationships and generating
new business
• Contacted orphan clients of AXA and set up meetings with them and the Vice President of the branch
• Facilitated a productive Advisor-Client interaction by implementing SalesForce and AssetMap
Stratos Wealth Partners Cleveland, OH
Coordination & Recruitment Intern May 2014 – June 2014
• Worked in a team to coordinate the National Stratos Meeting, attracting over 200 advisors
• Researched and created content for the CEO to present in his presentations
• Gained valuable sales experience by sitting in on live conference calls primarily focused on the
recruitment of investment advisors
LEADERSHIP EXPERIENCE
Ohio University Student Equity Management Group Athens, OH
Head Analyst February 2014 – Present
• Co-manage a $2.8 million growth portfolio for the Ohio University Endowment Fund
• Utilize leadership skills to guide team of analysts through the research, composition, and presentation of
equity research reports
• Succeeded in investing $225,000+ of the Ohio University Endowment Fund through security selection,
report generation, and stock pitching that were in-line with the objectives of the portfolio
Ohio University Honors College of Business Athens, OH
Honors Executive August 2014- Present
• Ranked in the top 5% of the incoming College of Business students and invited to join the second
inaugural College of Business Honors Program
• Selected to serve as the Travel Coordination Executive to ensure an organized and successful junior-class
networking trip
• Conducted two feasibility analyses in small teams and presented findings to faculty
HONORS & AWARDS
Dean’s List Scholarship Fall 2014, Spring 2015
Gateway Excellence Scholar Fall 2013-Present
Fred & Josephine Phillips Sesquicentennial Scholarship Fall 2013, Spring 2014
N Wayne St. John Scholarship Fall 2016, Spring 2017