Mr. Morris W. Offit

      



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Mr. Morris W. Offit

Promontory Advisory Board Member

Mr. 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.

Experience

Mr. Offit 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.

Mr. Offit 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. Mr. Offit 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, Mr. Offit served as a director of American International Group Inc. and was chairman of the finance and risk management committee.



Education



Affiliations, Awards, and Civic Engagements



Representative Engagements


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