Darin Andrew Morgan
Gestionnaire de Portefeuille-Actions chez Cerity Partners LLC
Profil
Mr. Darin A.
Morgan, CFA MBA, is a Principal at Cerity Partners LLC.
He focuses primarily on portfolio management and financial planning.
Prior to joining Cerity Partners, he served as a Senior Vice President & Portfolio Manager at Maryland Capital Management.
Additionally, he served as Senior Vice President at Ascendant Wealth Management for over a decade.
He also has experience working at SunTrust Bank.
He received his undergraduate degree from Texas Tech University, an MS in Accounting degree from Nova Southeastern University, Inc. and an MBA from Southern Methodist University.
Postes actifs de Darin Andrew Morgan
| Sociétés | Poste | Début |
|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Gestionnaire de Portefeuille-Actions | 01/01/2023 |
Anciens postes connus de Darin Andrew Morgan
| Sociétés | Poste | Fin |
|---|---|---|
Maryland Capital Management LLC
 Maryland Capital Management LLC Investment ManagersFinance Maryland Capital Management LLC (MCM) is an independently-owned investment advisory and wealth management firm headquartered in Baltimore, Maryland. The firm was founded by L. J. Hartwig in 1978. MCM provides investment advice and portfolio management solutions to high net-worth and institutional investors. | Gestionnaire de Portefeuille-Actions | 01/12/2022 |
Ascendant Wealth Management LLC
 Ascendant Wealth Management LLC Investment ManagersFinance Founded in 2007, Ascendant Wealth Management LLC is a registered investment advisor located in Bonita Springs, Florida | Fondateur | 01/03/2020 |
| SUNTRUST BANKS | Corporate Officer/Principal | 31/12/2006 |
Formation de Darin Andrew Morgan
| Southern Methodist University | Masters Business Admin |
| Texas Tech University | Undergraduate Degree |
| Nova Southeastern University, Inc. | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
SunTrust Banks, Inc.
 SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |
Maryland Capital Management LLC
Maryland Capital Management LLC Investment ManagersFinance Maryland Capital Management LLC (MCM) is an independently-owned investment advisory and wealth management firm headquartered in Baltimore, Maryland. The firm was founded by L. J. Hartwig in 1978. MCM provides investment advice and portfolio management solutions to high net-worth and institutional investors. | Finance |
Ascendant Wealth Management LLC
Ascendant Wealth Management LLC Investment ManagersFinance Founded in 2007, Ascendant Wealth Management LLC is a registered investment advisor located in Bonita Springs, Florida | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
