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Morgan Smith Location
Charlotte, NC, US
Morgan Smith Work
Head of the Portfolio Strategy Group @ (January 2022 - Present)
Senior Portfolio Strategist @ (December 2020 - January 2022)
Consulting Portfolio Analyst @ (September 2017 - December 2020)
Assistant Vice President and Portfolio Manager @ (October 2013 - September 2017)
Assistant to the Executive Vice President of Wealth Management @ (June 2013 - October 2013)
Management Trainee @ (June 2012 - June 2013)
Student @ (August 2007 - June 2012)
Game Management Intern @ (November 2010 - May 2011)
Morgan Smith Education
State University of New York at Binghamton
Masters of Business Administration
2011-2012
Binghamton University School of Management
Bachelor of Science (Finance, Marketing)
2007-2011
Morgan Smith Summary
Morgan Smith, based in Charlotte, NC, US, is currently a Head of the Portfolio Strategy Group at Horizon Investments®. Morgan Smith brings experience from previous roles at Horizon Investments®, Horizon Investments and NBT Bank. Morgan Smith holds a 2011 - 2012 Masters of Business Administration @ State University of New York at Binghamton. Morgan Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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