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Morgan Smith Location
Charlotte, NC, US
Morgan Smith Work
2022 -now Head of the Portfolio Strategy Group @
2020 -2022 Senior Portfolio Strategist @
2017 -2020 Consulting Portfolio Analyst @
2013 -2017 Assistant Vice President and Portfolio Manager @
2013 -2013 Assistant to the Executive Vice President of Wealth Management @
2012 -2013 Management Trainee @
2007 -2012 Student @
2010 -2011 Game Management Intern @
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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