Profilo
Mr. Christopher D.
Morgan, CFA, is a Senior Vice President & Senior Portfolio Manager at Florida Trust Wealth Management Co. He is a member of firm’s portfolio management team and has more than a decade of financial industry experience.
He is responsible for consulting with his clients and managing investment portfolios to meet their goals and objectives.
Mr. Morgan also has a specialty in philanthropy and helps guide high-net-worth families who may be charitably inclined.
Mr. Morgan's prior roles include serving as Vice President and Senior Investment Officer at Members Trust Company, Tampa, FL, where he managed more than $1.4 billion of client portfolio assets, and Vice President and Senior Investment Strategist at First American Bank, Boca Raton, FL, managing the firm’s $500 million of Private Wealth Management assets.
He earned his Bachelor of Science in Business Administration and double-majored in finance and accounting at the University of Miami, Coral Gables, FL.
He holds a Chartered Financial Analyst (CFA) designation.
Posizioni attive di Christopher Morgan
| Società | Posizione | Inizio |
|---|---|---|
Sanibel Captiva Trust Co.
Sanibel Captiva Trust Co. Investment ManagersFinance Provides investment advice | Gestore di Portafoglio-Azioni | 01/03/2024 |
Precedenti posizioni note di Christopher Morgan
| Società | Posizione | Fine |
|---|---|---|
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/09/2018 |
T3 Trading Group LLC
T3 Trading Group LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2013 |
Formazione di Christopher Morgan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
T3 Trading Group LLC
T3 Trading Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Miami
University of Miami Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sanibel Captiva Trust Co.
Sanibel Captiva Trust Co. Investment ManagersFinance Provides investment advice | Finance |
















