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Andrew Morey

Andrew Morey

Portfolio Manager - Head of Small Cap Growth at LMCG Investments, LLC

Boston, MA , United States

About

Andrew Morey, CFA, served as Portfolio Manager and Head of Small Cap Growth at LMCG Investments, LLC in Boston, MA, where he led the firm's small and small/mid cap investment strategies starting in January 2012. His responsibilities included managing growth-oriented equity portfolios, overseeing strategy development, and acting as lead portfolio manager for small cap growth mutual funds.

His focus was on U.S. small and small/mid cap equities with an emphasis on companies that exhibit strong earnings growth potential, robust balance sheets, and competitive industry positioning. Morey specialized in identifying opportunities across diverse sectors, often targeting firms that dominate industry niches with significant barriers to entry.

Prior to joining LMCG, Andrew Morey was Head of Small Cap Growth at Crosswind Investments LLC and held the same role at Tartan Partners LLC. He earned an MBA from Columbia Business School and a BA in Economics from Vanderbilt University, and is recognized for his analytical rigor and sector expertise. Notably, he contributed to the industry by advancing risk-adjusted, style-pure growth strategies and serving as a portfolio manager for multiple SEC-registered mutual funds.

Career History

OrganizationRoleDate RangeDetails
LMCG Investments, LLCPortfolio Manager - Head of Small Cap GrowthDec 2011 to Present
Crosswind Investments LLCPortfolio Manager - Head of Small Cap GrowthOct 2007 to Dec 2011
Tartan Partners LLCPM - Small Cap GrowthFeb 2005 to Oct 2007
State Street ResearchPM - Small Cap GrowthMay 1995 to Feb 2005
Kidder PeabodyResearch AnalystJan 1991 to Jan 1993

Education

Columbia University - Columbia Business School

Master of Business Administration (MBA)

1993 1995

Vanderbilt University

BA, Economics

1987 1991

Skills & Expertise

Management
Portfolio Management
Microsoft Office
Investments
Public Speaking
Change Management
Customer Service
Strategic Planning
CAP
Institutional

Others at LMCG Investments, LLC (8)

NameRoleLocation
Ajit Kumar
Ajit Kumar
Portfolio ManagerNew York, NY , United States
Andreas Eckner
Andreas Eckner
Portfolio Manager, PartnerUnited States
Christopher Premock
Christopher Premock
Managing PartnerBoston, MA , United States
Jake Layton
Jake Layton
Managing Partner and Portfolio ManagerBoston, MA , United States
Nan-Marie Jaeger
Nan-Marie Jaeger
Partner, Portfolio ManagerBoston, MA , United States
Arushi Srivastava
Arushi Srivastava
Trading AnalystNew York, NY , United States
Jim Gribbell
Jim Gribbell
PartnerBoston, MA , United States
Scott Gillespie
Scott Gillespie
Portfolio Manager and AdvisorBoston, MA , United States