Steve Morgan Email & Phone Number
Senior Vice President, Investment Director @ Hancock Whitney
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Steve Morgan Location
- New Orleans, LA, US
Steve Morgan Work
- Senior Vice President, Investment Director @ (July 2018 - Present)
- Director of Digital and Innovation - Wealth and Asset Managment @ (November 2016 - July 2018)
- Director of Investment Solutions @ (December 2012 - July 2018)
- Product Manager @ (June 2010 - December 2012)
- Financial Advisor and Business Development Associate @ Morgan Stanley Smith Barney/Legg Mason (February 2001 - June 2010)
- Teacher and Teacher Trainer @ (August 1995 - August 2005)
- Area Director @ (November 1998 - December 2000)
Steve Morgan Education
- University of Wisconsin-Madison
Master’s Degree (Mathematics)
1991-1994 - Carleton College
Bachelor’s Degree (Mathematics)
1987-1991
Steve Morgan Skills
- Investment Management
- Asset Management
- Asset Allocation
- Investments
- Public Speaking
- Analytics
- Investment Strategies
- Energy Investments
- MLP Investing
- Team Management
- Product Management
- Financial Analysis
- Fixed Income
- Mutual Funds
- Portfolio Management
- Financial Services
- General Securities Sales Supervisor
- Sales
- Teaching
- Regulatory
- Solutions
- FINRA
- Management
- Options
- Securities
- Finance
- Strategy
- Equities
- Wealth Management
Steve Morgan Summary
- Steve Morgan, based in New Orleans, LA, US, is currently a Senior Vice President, Investment Director at Hancock Whitney. Steve Morgan brings experience from previous roles at Capital One and Morgan Stanley Smith Barney/Legg Mason. Steve Morgan holds a 1991 - 1994 Master’s Degree in Mathematics @ University of Wisconsin-Madison. With a robust skill set that includes Investment Management, Asset Management, Asset Allocation, Investments, Public Speaking and more. Steve Morgan has 1 emails and 2 mobile phone numbers on RocketReach.
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