Morgan Christen's Location

Newport Beach, CA, US

Morgan Christen's Work

  • President @ CharterWest Consulting Inc

Morgan Christen's Education

  • USC Marshall School of Business

    BS (Finance)

    1989 - 1993
  • Pepperdine Graziadio Business School

    MBA (Finance)

    2004 - 2006

Morgan Christen's Skills

  • Portfolio Management
  • Investments
  • Asset Allocation
  • Wealth Management
  • Mutual Funds
  • Strategic Financial Planning
  • Asset Management
  • Retirement Planning
  • 401k
  • Investment Strategies

Morgan Christen's Summary

Morgan Christen, based in Newport Beach, CA, US, is currently a CEO and CIO at Spinnaker Investment Group, LLC, bringing experience from previous roles at Pepperdine Graziadio Business School, Signature Resources Capital Management, LLC and CharterWest Consulting Inc. Morgan Christen holds a 1989 - 1993 BS in Finance @ USC Marshall School of Business. With a robust skill set that includes Portfolio Management, Investments, Asset Allocation, Wealth Management, Mutual Funds and more, Morgan Christen contributes valuable insights to the industry. Morgan Christen has 2 emails and 2 mobile phone numbers on RocketReach.

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