Chris Morgan Email & Phone Number
Senior Vice President and Senior Portfolio Manager @ Florida Trust Wealth Management
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Chris Morgan Location
- Fort Myers, FL, US
Chris Morgan Work
- Senior Vice President and Senior Portfolio Manager @ (March 2024 - Present)
- Vice President and Senior Investment Officer @ (August 2023 - March 2024)
- Vice President and Senior Portfolio Manager @ (November 2019 - August 2023)
- VP, Senior Investment Strategist @ First American Bank (September 2018 - February 2020)
- Senior Associate Analyst @ (January 2017 - August 2018)
- Registered Client Associate @ (August 2012 - December 2016)
- Professional Proprietary Trader @ Momentum Trading Group (February 2011 - February 2013)
- Real Estate Analyst @ Adam Hyman (J.P. Morgan) (May 2012 - August 2012)
- Private Equity Intern @ Trivest Partners (October 2011 - May 2012)
Chris Morgan Education
- University of Miami
Bachelor of Science in Business Administration (Finance and Accounting double major)
2010-2014
Chris Morgan Skills
- Bloomberg
- Client Relationships Strengthening
- Commercial Real Estate Analysis
- Commodity Research
- Credit Analysis
- Day Trading
- Derivatives
- Derivatives Trading
- Equity Research Analysis
- Equity Trading
- FactSet
- Financial Accounting
- Fixed Income Analysis
- Fundamental Analysis
- Hold CFA designation
- Hold Series 56
- Hold Series 66
- Hold Series 7
- Hold Series 86
- Hold Series 87
- Internal & External Communications
- Microsoft Excel
- Microsoft PowerPoint
- Passed level one of CMT exam
- Platts
- Portfolio Management
- Private Company Research and Analysis
- Private Equity
- Proprietary Trading
- Qualitative Research
- Quantitative Research
- Report Writing
- SNL
- Sales
- Spanish
- StreetAccount
- Technical Analysis
- Trading Strategies
- Value Investing
- security selection
Chris Morgan Summary
- Chris Morgan, based in Fort Myers, FL, US, is currently a Senior Vice President and Senior Portfolio Manager at Florida Trust Wealth Management. Chris Morgan brings experience from previous roles at Members Trust Company, First American Bank and Macquarie Group. Chris Morgan holds a 2010 - 2014 Bachelor of Science in Business Administration in Finance and Accounting double major @ University of Miami. With a robust skill set that includes Bloomberg, Client Relationships Strengthening, Commercial Real Estate Analysis, Commodity Research, Credit Analysis and more. Chris Morgan has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Florida Trust Wealth Management Employees
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Zac Chichinski
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Naples, FL, US
Logan Webb
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Megan Marquardt
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Cape Coral, FL, US
James McArthur
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Jennifer Leon
Vice President Corporate Services
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