Kenneth Morgan Email & Phone Number

President and CEO @ Clearstead Trust LLC

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Kenneth Morgan Location

Portland, ME, US

Kenneth Morgan Work

2024 - now President and CEO @ Clearstead Trust LLC
2024 - 2024 Chief Operating Officer @ Clearstead Trust LLC
2023 - 2024 Senior Managing Director, Head of Private Client Sales and Strategy @ Clearstead

2017 - 2023 Senior Vice President, Relationship Strategist and Hawthorn Regional Relationship Consultant @ PNC Private Bank Hawthorn
2016 - 2017 Senior Vice President, Regional Sales Director @ PNC Wealth Management
2008 - 2016 Senior Vice President, Senior Client Advisor @ PNC Wealth Management
2001 - 2008 Vice President, Wealth Management, Relationship Manager @ Wells Fargo
1994 - 2003 Staff Sergeant - Squad Leader @ US Army

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Kenneth Morgan Education

University of New Haven
University of Connecticut

Kenneth Morgan Skills

Fiduciary Services
Philanthropy
Investments

Wealth Management
Financial Services
Management
Financial Planning
Leadership
Portfolio Management
Business Development

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Kenneth Morgan Summary

Kenneth Morgan, based in Portland, ME, US, is currently a President and CEO at Clearstead Trust LLC. Kenneth Morgan brings experience from previous roles at Clearstead Trust LLC, Clearstead, PNC Private Bank Hawthorn and PNC Wealth Management. Kenneth Morgan holds a University of New Haven. With a robust skill set that includes Fiduciary Services, Philanthropy, Investments, Wealth Management, Financial Services and more. Kenneth Morgan has 3 emails and 2 mobile phone numbers on RocketReach.

Kenneth Morgan Emails

Found 3 emails

Kenneth Morgan Phone Numbers

Found 4 phone numbers

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Kenneth Morgan

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