2013 -2022 Board of Directors @ CFA Society of Philadelphia
2018 -2020 Director of Investment Research @
2017 -2018 Head of Research @ Rittenhouse Research Associates
2014 -2018 Portfolio Manager @ Schooner Investment Group LLC
2014 -2017 Portfolio Manager @
2008 -2014 Business Development Consultant @ Schooner Investment Group LLC
2012 -2014 Treasurer, Member of Executive Board @ Albert M. Greenfield Home & School Association
2010 -2014 Portfolio Manager @ Visor Alternative Investments
2007 -2008 Portfolio Manager @
1998 -2007 Co-Portfolio Manager @ BNP Paribas/CooperNeff Advisors, Inc.
2008 -2010 Consultant @
1996 -1998 Engineer @ Orth-Rodgers and Associates
Morgan Avitabile Education
University of Pennsylvania
BS (Engineering)
1992-1996
Morgan Avitabile Skills
Alternative Investments
Leadership
Public Speaking
Accounting
Fixed Income
Bonds
Alpha Generation
Portfolio Management
Capital Markets
Derivatives
Investments
Bloomberg
Finance
Asset Allocation
Strategic Planning
Quantitative Investment Strategies
Equities
Mutual Funds
Investment Strategies
Risk Management
Asset Management
Credit Derivatives
Microsoft Excel
Credit
Quantitative Analytics
High Yield Bonds
Convertible Bonds
Management
Trading
Hedge Funds
Equity Derivatives
Quantitative Investment
Options
Hedging
Securities
Convertible Arbitrage
Investment Management
Chartered Financial Analyst
Structured Products
Morgan Avitabile Summary
Morgan Avitabile, based in Philadelphia, PA, US, is currently a Director of Business Analysis at Blue Horizon Advisors LLC. Morgan Avitabile brings experience from previous roles at Blue Horizon Capital, Visor Investment Partners LLC, CFA Society of Philadelphia and GENLITH Inc.. Morgan Avitabile holds a 1992 - 1996 BS in Engineering @ University of Pennsylvania. With a robust skill set that includes Alternative Investments, Leadership, Public Speaking, Accounting, Fixed Income and more. Morgan Avitabile has 2 emails and 2 mobile phone numbers on RocketReach.
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