Christopher Morgan

Christopher Morgan

Gestore di Portafoglio-Azioni presso
Sanibel Captiva Trust Co.
Finance
Consumer Services

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

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/03/2024

Precedenti posizioni note di Christopher Morgan

SocietàPosizioneFine
Analyst-Equity 01/09/2018
Corporate Officer/Principal 01/01/2013
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Formazione di Christopher Morgan

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Aziende private

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Aziende private4

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Finance

Consumer Services

Finance

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