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 @
- 2024 -2024 Chief Operating Officer @
- 2023 -2024 Senior Managing Director, Head of Private Client Sales and Strategy @
- 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 @
- 1994 -2003 Staff Sergeant - Squad Leader @
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
- Sales
- High Net Worth Individuals
- Trust Services
- Ctfa
- Certified Financial Planner
- Certified Investment Management Analyst
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.
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