Morgan Smith Email & Phone Number

Head of the Portfolio Strategy Group @ Horizon Investments®

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Morgan Smith Location

Charlotte, NC, US

Morgan Smith Work

2022 - now Head of the Portfolio Strategy Group @ Horizon Investments®
2020 - 2022 Senior Portfolio Strategist @ Horizon Investments®
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2017 - 2020 Consulting Portfolio Analyst @ Horizon Investments®
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2013 - 2017 Assistant Vice President and Portfolio Manager @ NBT Bank
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2013 - 2013 Assistant to the Executive Vice President of Wealth Management @ NBT Bank
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2012 - 2013 Management Trainee @ NBT Bank
2007 - 2012 Student @ Binghamton University
2010 - 2011 Game Management Intern @ Binghamton University

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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 1 mobile phone numbers on RocketReach.

Morgan Smith Emails

Found 1 emails

@horizoninvestments.com

Morgan Smith Phone Numbers

Found 2 phone numbers

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Top Horizon Investments® Employees

John Drahzal

President and CEO at Horizon Investments®

Charlotte, NC, US
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- horizoninvestments.com
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- +1 917-750-XXXX
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Calvin Deboer

CTO and COO at Horizon Investments®

Charlotte, NC, US
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- +1 704-721-XXXX
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Scott Ladner

Chief Investment Officer at Horizon Investments®

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- +1 919-918-XXXX
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Ben Johnson

Managing Director at Horizon Investments®

Charlotte, NC, US
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- +1 704-698-XXXX
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James Abate

Managing Director, Head of Fundamental Strategies at Horizon Investments®

New York, NY, US
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Danielle Learned

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Robbie Cannon

Board Member at Horizon Investments®

Charlotte, NC, US
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- +1 704-634-XXXX
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Josh Bartholomew

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Clark Allen

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Morgan Smith

Head of the Portfolio Strategy Group at Horizon Investments®

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Philip McDonald

Head of Custom Portfolios at Horizon Investments®

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Mark Stephens

Director, Digital Product at Horizon Investments®

Charlotte, NC, US
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John Pifer

Regional Director at Horizon Investments®

Charlotte, NC, US
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