Morris W. Offit

Co-Founder at Offit Capital Advisors LLC

Morris W. Offit

Morris W. Offit

Co-Founder at Offit Capital Advisors LLC

Overview
Career Highlights

UJA-Federation of New York
Julius Baer Securities
Hall Capital Partners LLC

RelSci Relationships

4033

Number of Boards

21

Birthday

1937

Age

84

Number of Awards

2

Contact Data
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Relationships
RelSci Relationships are individuals Morris W. Offit likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Chief Executive Officer at Offit Capital Advisors LLC

Relationship likelihood: Strong

Chief Financial Officer & CCO at Offit Capital Advisors LLC

Relationship likelihood: Strong

Co-Founder at Offit Capital Advisors LLC

Relationship likelihood: Strong

Co-President at Offit Capital Advisors LLC

Relationship likelihood: Strong

Partner of Client Advisory at Offit Capital Advisors LLC

Relationship likelihood: Strong

Partner of Client Advisory at Offit Capital Advisors LLC

Relationship likelihood: Strong

Founder at Brave Warrior Capital, Inc.

Relationship likelihood: Strong

President at UJA-Federation of New York

Relationship likelihood: Strong

Chief Executive Officer at UJA-Federation of New York

Relationship likelihood: Strong

General Counsel, Chief Compliance Officer & Secretary at UJA-Federation of New York

Relationship likelihood: Strong

Paths to Morris W. Offit
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Morris W. Offit
Co-Founder at Offit Capital Advisors LLC
Family Members
Spouse
Member, Board of Trustees at The Caramoor Center for Music & the Arts, Inc.

With its outstanding performances, engaging arts-in-education programming, the extraordinary Rosen House, and beautiful grounds, Caramoor is a cornerstone of the cultural life of Westchester County and beyond. Since 1945 visitors have delighted in the exceptional music—from classical to opera to jazz—and the enchanting garden setting that makes Caramoor such a unique and treasured resource. Caramoor is the legacy of Walter and Lucie Rosen who built the luxurious Mediterranean-style villa and filled it with their treasures. Walter Rosen was the master planner for the Caramoor estate, bringing his dream of creating a place to entertain friends from around the world to reality. Their musical evenings were the seeds of the International Music Festival of today.

Education
MBA
Class of 1960

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

BA
Class of 1957

To educate students, to foster independent & original research, and to share benefits discovered.

Career History
Co-Founder
2007 - Current

OCA utilizes a proprietary due diligence process in the course of recommending investment advisers, mutual funds, private investment funds, and other securities to clients. The firm utilizes financial newspapers and magazines, research materials prepared by others and SEC filings, among other resources, as part of the research process. The firm’s certain employees conduct quantitative and qualitative analysis of the target investment and create electronic due diligence files which document their analysis. To express the firm’s views, the goal is to source the highest quality, most liquid, cost-effective ways with a focus on fundamental investing.

President
Prior
General Partner
1969 - 1978
Boards & Committees
Member, Advisory Board
Current

Promontory Financial Group LLC provides strategy, risk management, and regulatory compliance consulting services. It specializes in asset-liability management and liquidity planning, capital planning and analysis, consumer protection, credit services, due diligence, examination and enforcement, financial benchmarks, governance and controls, and securities and derivatives. The company was founded by Eugene A. Ludwig in 2001 and is headquartered in Washington, DC.

Director
1986 - Prior

Cantel Medical Corp. is a leading provider of infection prevention and control products and services in the healthcare market, specializing in the following operating segments: • Water Purification and Filtration: Water purification equipment and services, filtration and separation products, and disinfectants for the medical, pharmaceutical, biotech, beverage and commercial industrial markets. This segment is operated through Mar Cor Purification, Inc. and MEDIVATORS. • Healthcare Disposables: Single-use, infection prevention and control products used principally in the dental market including face masks, sterilization pouches, towels and bibs, tray covers, saliva ejectors, germicidal wipes, plastic cups and disinfectants. This segment is operated through Crosstex International, Inc. • Endoscopy: Endoscopy procedure disposables including single-use valves and irrigation tubing. Medical device reprocessing systems, disinfectants, detergents and other supplies used to high-level disinfect endoscopes. This segment is operated through MEDIVATORS. • Dialysis: Medical device reprocessing systems, sterilants/disinfectants, dialysate concentrates and other supplies for renal dialysis. This segment is operated through MEDIVATORS. • Therapeutic Filtration: Hollow fiber membrane filtration and separation technologies for medical applications. This segment is operated through MEDIVATORS. • Specialty Packaging: Specialty packaging and thermal control products, as well as related compliance training, for the transport of infectious and biological specimens and thermally sensitive pharmaceutical, medical and other products. This segment is operated through Saf-T-Pak Inc. • Chemistries: Sterilants, disinfectants, detergents and decontamination services used in various applications for infection prevention and control. This segment is operated through MEDIVATORS

Chairman & Chief Executive Officer
Prior

Hall Capital Partners Build global multi-asset class investment portfolios for families, foundations, and endowments Provide a platform of pooled vehicles Founded in 1994 Privately owned $24.1 billion under management, with $10.2 billion in alternatives Approximately 130 employees 20-person research team SEC-registered investment advisor Offices in San Francisco and New York City

Chair, Board of Directors
2016 - Current

National Center for the American Revolution is a nonprofit company headquartered in Wayne, PA, involved in museums and art galleries.

Honorary Member, Board of Trustees
2005 - Current

The American Museum of Natural History is a scientific and cultural institution. Its exhibitions and scientific collections, which serve as a field guide to the people and present a panorama of the world's cultures. The company was founded by Albert Smith Bickmore, William E. Dodge, Jr., Theodore Roosevelt, Sr., Joseph Choate and J. Pierpont Morgan on April 6, 1869 and is headquartered in New York, NY.

Member, Board of Trustees
1990 - Current

To educate students, to foster independent & original research, and to share benefits discovered.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$10K - $100K
2019

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

$25K - $50K
2018

Council on Foreign Relations, Inc. provides and disseminates ideas on foreign policies to individuals, corporate members, journalists and policy makers. It operates a forum for government officials, students and other interested parties to study and discuss world issues and impact on American foreign policies. The company publishes Foreign Affairs, a magazine that comes out six times a year, along with books and studies by its own scholars. Council on Foreign Relations was founded in 1921 and is headquartered in New York City, NY.

$10K - $50K
2018

American Institute for Contemporary German Studies is an American private company located in Washington, DC, that operates as for policy research and scholarship center, which dedicated to political, economic and security issues.

Political Donations
$2,700
2015

Former Representative from New York's 17th Congressional District

$2,600
2014

Former Representative from New York's 17th Congressional District

$1,000
2013

Partner at Cadwalader, Wickersham & Taft LLP

Transactions
Details Hidden

OCA Lechworth Fund LP raised money in a private placement transaction

Details Hidden

OCA Brigade Credit Fund II LLC raised money in a private placement transaction

Details Hidden

OCA CRMBS Fund LLC raised money in a private placement transaction

Investments
Details Hidden

Hall Capital Partners Build global multi-asset class investment portfolios for families, foundations, and endowments Provide a platform of pooled vehicles Founded in 1994 Privately owned $24.1 billion under management, with $10.2 billion in alternatives Approximately 130 employees 20-person research team SEC-registered investment advisor Offices in San Francisco and New York City

Details Hidden

OCA utilizes a proprietary due diligence process in the course of recommending investment advisers, mutual funds, private investment funds, and other securities to clients. The firm utilizes financial newspapers and magazines, research materials prepared by others and SEC filings, among other resources, as part of the research process. The firm’s certain employees conduct quantitative and qualitative analysis of the target investment and create electronic due diligence files which document their analysis. To express the firm’s views, the goal is to source the highest quality, most liquid, cost-effective ways with a focus on fundamental investing.

Awards & Honors
Rank #112
2014
Crain's New York Business - Most Connected New Yorkers
1996
Johns Hopkins University
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