Christopher Morgan

Gestionnaire de Portefeuille-Actions chez Sanibel Captiva Trust Co.

Profil

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.

Postes actifs de Christopher Morgan

Sociétés	Poste	Début
Sanibel Captiva Trust Co.	Gestionnaire de Portefeuille-Actions	01/03/2024

Anciens postes connus de Christopher Morgan

Sociétés	Poste	Fin
Macquarie Capital (USA), Inc.	Analyst-Equity	01/09/2018
T3 Trading Group LLC	Corporate Officer/Principal	01/01/2013